Operations Team

Meet our Operations Team

Tara Masters

Tara T. Masters, CTFA®

Senior Vice President
Chief Operations Officer

Tamara Amici

Tami Amici, CTFA®

Vice President
Trust Tax and Estate Officer

STACY BERTOT

Stacy Bertot

Vice President
TFA Compliance Officer

CHRISTINE SNYDER

Christine Snyder

Tax Accountant