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Tara Estes

Tara Estes

Associate Financial Advisor

Tara has been in the financial industry for over 20 years. She holds her Series 6, 7, 63, 65, and insurance licenses. Tara joined The Settle Group in 2010, after spending 17 years at JP Morgan Chase. She specializes in annuities and Retirement Income Planning, which allows our income-oriented clients to find the right strategy to meet their needs. Tara performs portfolio reviews and collaborates with Mitch Settle in realizing your financial plan. Her vast experience in the financial industry has proven to be an invaluable asset to the quality of service we provide to our clients. Tara is a member of The Owensboro Estate Planning Council and Impact 100. Tara serves on the Executive Committee for the Board of Directors of Girl’s Inc. She is passionate about raising money and awareness for local charities. Tara, and her husband, Travis, reside in Owensboro with their three dogs. They enjoy traveling and the Performing Arts. In her spare time, she enjoys singing and acting in community theatre productions.