Client Service Representative
Tara Vary has been a part of the team at New England Investment & Retirement Group, Inc. since June 2019. As a Client Service Representative, she works closely with the firm’s clients to ensure their needs are addressed in a timely manner. Tara collaborates with the advisory team to ensure a smooth transition for new clients, while helping existing clients with all account service requests, including deposits and withdrawals, account inquiries and tax reporting.
Prior to joining the firm, Tara was the Operations Administrator for Trilogy Financial Services. She brings 10 years of experience in processing paperwork and providing database management to financial advisory firms.
Tara received an interdisciplinary bachelor’s degree in business, women studies and philosophy from the University of Maine at Farmington.
When not at work, Tara enjoys gardening, baking and sewing.