Tara D. Maxwell, PHR, SHRM-CP

ddale@sendero.com

Sendero lives by Abraham Lincoln’s creed, “The best way to predict your future is to create it.” Tara has spent her career embracing this mantra.  She believes that every person should be challenged to be the best they can and given permission forge a path of greatness.  Sendero offers an environment that does that for our employees and the clients we serve.  Tara says, “It excites me to know we are quietly making a huge impact in our community through the work we and our clients do”.  Tara started her investments career nearly two decades ago.  Along the way, she has helped Fred and Scott move their legacy of empowering employees and clients forward.

Work Background:

  • (August 2017-Present) Vice President, Client Service & Human Resources, Sendero Wealth Management
  • (2008-2017) Managing Director, Client Service & Human Resources, Sendero Wealth Management
  • (1997-2008) Vice President of Option Trading/Reporting Analyst, Redstone Consulting
  • Registered Sales Assistant – UBS/Redstone

Education, Volunteer and Award

  • Southwestern Oklahoma State University
  • Series 4, 7, 63, 65 and 99 licenses
  • Member, Society of Human Resource Management
  • Member, San Antonio of Human Resource Management Association
  • Volunteer, First Baptist Academy Universal City, Texas
  • Founder, Sendero’s Annual Christmas Adopt a Family
  • Five Star Advisor Award

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