Taren McMurray, CFP®, EA

President, Advisor

Who makes up your family? My husband, Jonathan, and two daughters, Talen (15) and Jonna (8).

What do you enjoy most about your work? Preparing tax returns.  Each one is its own puzzle to be solved – take the information I’ve been given, dig for what is missing, put it all together, then present & explain to the client.
What expertise do you bring to clients? Tax preparation and planning (specializing in clergy and small business tax), background in accounting.
What is your idea of serious freedom? Getting to CHOOSE the life path I WANT to take rather than money DICTATING the path I MUST take.

Additional information about Taren is available on the SEC website at www.adviserinfo.sec.gov.


Let’s plan for some serious freedom.

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