Tarah R. McKenzie
Financial Planning & Operations Analyst
BrokerCheckTarah is the Financial Planning and Operations Analyst for Dodds Wealth Management Group. She has obtained her FINRA Series 7 and 66 securities registrations, as well as her insurance licenses.
Tarah focuses on the following areas: managing operations for client onboarding and service, developing and maintaining all internal and external processes, and managing the operational infrastructure regarding compliance and efficiencies. Tarah is committed to ensuring each client request is addressed and that they have a positive experience.
Tarah began her career as a financial advisor with Edward Jones in El Paso, Texas. In 2015, she had the opportunity to focus on the internal and compliance side of the financial industry. This led her to pursue her compliance licenses and allowed her to work directly with different advisors and their respective teams. In 2018, she accepted an opportunity to work exclusively with Charles and Adrian and joined the Dodds Wealth Management Group.
With more than 10 years of financial experience, Tarah prides herself on providing a high level of integrity, professionalism, understanding, and support to all her clients. Staying up to date with ever-changing industry regulations and policies allows Tarah to go the extra mile to ensure a stable and enduring investment experience.
Tarah loves spending time with her husband, Ryan, and her son, Maverick. They enjoy spending their time outdoors, exploring, and playing sports. In her downtime, Tarah also enjoys working out, running, and reading.
Claudia M. Vera
Client Services & Marketing Associate
Claudia is a Client Services and Marketing Associate for Dodds Wealth Management Group. She provides administrative and technical support and focuses on the following areas:
- Assisting with the coordination and execution of onboarding and operations
- Coordinating and preparation of client and prospect meetings
- Managing and executing client paperwork and ensuring all aspects of client’s folders are accurate and lacking nothing
- Assisting with the coordination and execution of seminars and client appreciation events
- Serving as the contact for wholesalers and outside vendors and maintaining those relationships
She is committed to addressing each client’s request while creating the best client experience.
Claudia has nearly 15 years of experience in the financial and banking industry. She has worked extensively in mortgage finance, personal and business banking, and client relationship management. Claudia prides herself on providing the highest level of integrity and client service.
Claudia is a native El Pasoan. She attended Texas State University, where she competed in cross country and track. She began her mortgage career while attending college and, in 2008, transitioned to the banking industry. In 2014, she had the opportunity to progress into the financial sector and return to her hometown.
When she is not in the office, Claudia loves spending time with her husband, Abram, and their three daughters: Alessandra, Abigail, and Giana. Their favorite activities include hiking, indoor rock climbing, and playing sports. Claudia enjoys gardening and tending to her house plants.
Cassie Shepherd
Client Services & Marketing Associate
Cassie is a Client Services and Marketing Associate for Dodds Wealth Management Group. She provides technical and administrative support and concentrates on the following areas:
- Creating print and digital marketing materials for the firm
- Managing the coordination and execution of seminars and client appreciation events
- Designing and producing weekly newsletters and specialized client touch points
- Website development, production, and maintenance
- Building and maintaining the online presence of the firm
She prides herself on having a keen eye for marketing while delivering the highest level of integrity and professionalism.
Cassie is a native Californian but grew up in a suburb of Chicago, Illinois. She attended Cornell University in New York, where she received her Bachelor of Science in Natural Resources in 2013. After graduation, she began her career as a project manager at Integrated Lakes Management, an environmental consulting company in Chicagoland, overseeing and managing multiple ecosystems management and restoration projects.
In 2016, Cassie made a career switch and began working for the Chicago-based non-profit Literacy DuPage as the Marketing Manager. While at Literacy DuPage, Cassie significantly broadened the organization's marketing platform, including redesigning print materials, overhauling its website, and elevating its online presence. In 2017, Cassie and her husband relocated to the Sun City.
Cassie enjoys spending time with her husband and their two young daughters. Cassie and her family can often be found exploring the great outdoors on hiking adventures, taking in the region's sights, or enjoying new cuisines.
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