Tasha’s planning and management philosophy was shaped through her early work as an entrepreneur, where she learned the importance of building trusted relationships and delivering highly personalized service. Her experience working with a CPA firm, serving on interdisciplinary divorce teams, and practicing as a CFP® professional has broadened her perspective and strengthened her ability to support clients with diverse and complex financial needs. Tasha helps clients stay focused on the present while planning for the future, approach planning with a solution-oriented mindset, and take proactive steps forward with confidence.
For more than a decade, Tasha has guided clients through all stages of their financial lives, providing thoughtful, comprehensive planning in areas including life transitions, retirement, college funding, tax and estate planning, wealth transfer, and insurance. She is known for her patience and her ability to anticipate life changes, gain a deep understanding of each client’s circumstances, and deliver practical, customized strategies aligned with their goals.
In 2016, while navigating her own divorce, Tasha discovered a passion for supporting individuals and families during periods of significant transition. This experience led her to complete the Collaborative Divorce Texas Basic Interdisciplinary Training, followed by Advanced Interdisciplinary Training in 2017. Today, Tasha serves as a financial neutral in collaborative divorce matters, educating and advising both spouses, as well as a financial advocate supporting individual clients through their unique financial circumstances. In both roles, she emphasizes education, negotiation, and conflict resolution while helping clients prepare for a stable and sustainable financial future. To further enhance her work in this area, Tasha completed Basic Mediation Training at The University of Texas School of Law in 2019 and Family Law Mediation Training at the Austin Dispute Resolution Center in 2022.
A Texas Exes Lifetime Member, Tasha earned her undergraduate degree from The University of Texas at Austin in 1998 and later completed the UT Austin Financial Planning Certificate Program, where she now serves as an adjunct instructor. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2011, the Certified Divorce Financial Analyst® (CDFA®) designation in 2021, and is a master-credentialed collaborative professional.
Tasha lives in the Lakeway area of Austin and is actively involved in her community. She currently serves on the board of Collaborative Divorce Texas and has previously served on the FPA Austin board and the State Bar of Texas CLE Planning Committee. Once an avid sailor, she enjoys staying active and healthy—especially exercising, running, and spending time with friends and animals.
Learn more about Tasha’s collaborative divorce financial neutral offering by visiting her bio on the Collaborative Divorce Texas website.