Tara L Rotfeld

My passion is to ultimately help my clients plan and prepare for the most important vacation of their lives ~ Retirement!

As a native of Wisconsin, I was raised in East Troy, graduated from East Troy High School and received my bachelor's degree from The University of Wisconsin-Whitewater in political science and English.

I proudly became a limited partner with Edward Jones and have been serving my clients in Waukesha and the surrounding communities for over 10 years. In addition, I reside in Waukesha with my husband, Jeff, who is also a financial advisor with Edward Jones, our two children, Isabella and Aidan, and our furry companion, Kona, a lab-husky rescue. I greatly enjoy traveling and spending as much time as I can outdoors, especially involving anything in and around the water. My passions are running, sailing and landscape/gardening.

I take great pride in partnering with my clients to help them achieve their current and future goals, in an effort to build wealth and financial independence. I start by understanding what is most important to you, then using an established process, I build personalized strategies to help you achieve your goals. My commitment to you is to continue to partner with you throughout your life to help you stay on track.

If you aren't a client yet, my branch office administrator, Gennell Warner, and I would love to welcome you into our office to become a part of our family. We look forward to meeting with you soon!

**Connect with me on LinkedIn and Facebook**