Advisors at this firm
Amber S
Series 63, Series 65
Durham, NC
TARA Wealth
Amber Schiffert is a financial advisor at TARA Wealth with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services, MassMutual, and Northwestern Mutual. Outside of her advisory role, she teaches group fitness classes as a modern Pilates instructor. TARA Wealth serves individual and high-net-worth clients, couples, charitable organizations, and businesses by offering Total Wealth Management, discretionary investment management, and comprehensive financial planning. The firm primarily employs a passive investment approach using index mutual funds and ETFs, and it manages accounts both discretionarily and non-discretionarily.
Amanda D
CFP®, Series 63, Series 65
Durham, NC
TARA Wealth
Amanda Decesar is a CFP® professional with 17 years of industry experience. She is currently with TARA Wealth in Durham, NC, where she has worked since 2023. Her prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, JPMorgan Chase Bank, and J.P. Morgan Securities. She is also licensed as a life insurance agent. TARA Wealth serves individual and high-net-worth clients, couples, charitable organizations, and businesses, providing Total Wealth Management, discretionary investment management, and comprehensive financial planning. The firm primarily uses a passive investment approach with index mutual funds and ETFs, delivering financial planning as an ongoing engagement and managing accounts both discretionarily and non-discretionarily.