Tara began her career at Paychex, Inc. where she worked as a 401(k) Conversion Account Manager in the Paychex Retirement Services Onboarding division. She joined the Planned Results team as a Sales Assistant in 2014. She focuses on employer sponsored retirement programs with the goal of stimulating employee participation and employee retention. Tara generates and manages all the paperwork required to process 401(k) plan distributions, transfer accounts, open new accounts, place trades and set up online access. Tara is a graduate of SUNY Brockport with a Bachelor of Science degree in Criminal Justice. She holds her Series 7 and 66 licenses and a NYS Insurance license.