CLS Legacy Team’s strength is in our close-knit team full of hard-working women with vast private family trust company and family office knowledge. Trust Services Coordinator Tarra joined CLS Legacy from a wealth management firm where she was responsible for a wide range of key operational tasks where she honed her exemplary attention to detail and ability to keep things running smoothly.  Tarra works closely with the team’s private family trust company clients, providing services ranging from trust onboarding to board meeting planning to trust administration with an eye to all the details.

But work isn’t everything! Check out some of Tarra’s favorite activities outside of work and her go to “Two Truths and a Lie. Can you guess which is which?