Summer at Tarbox has brought a full, bustling office for the Tarbox Summer 2018 Internship Program! The program has brought in three brilliant minds: Joe Laptin, Emily Addis, and Mason Mitzner. Under the guidance of our former intern, Natalie Belyea, the interns have been of the utmost help and fun additions to the team.
In May, Laura attended the 5th Annual Invest in Women Conference, “A 360-Degree Approach for Women in Wealth Management” in Houston. Laura spoke on a panel concerning high net worth clients, which was featured in the accompanying article from Financial Advisor Magazine. Women in Focus in Houston Article June 2018
History of CIFA CIFA (Council of Independent Financial Advisors) members all provide advice to their clients through a fee-only model (no incentives for selling products!) and are true fiduciaries who hold their clients’ interests above their own. Twenty-five years later, CIFA continues to thrive with 11 active “first generation” members and has since introduced the […]
We are excited to welcome back Natalie Belyea, who joined us last summer as an intern, and is now a summer employee! Currently a junior at Tulane University, Natalie is double-majoring in finance and marketing. This past year, she participated in the Sophomore Finance Career Leadership Program, served as a Student Alumni Ambassador, was on […]