Tarah R. McKenzie
Financial Planning & Operations Analyst
Tarah 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 transitioned out of the financial advisor role when 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 Dodds Wealth Management Group's 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.