Tara Bruce

Staff nickname: Rainbow Brite Emoji used most: ✨ Enneagram: 7 w 4

Strengths: WOO | Ideation | Optimism | Achiever | Includer

Her personal motto – “Breathe in the beauty and extravagance of every single moment.”

Causes and organizations she supports – Outpour, Seeds

Unique ability – Tara has a unique ability to truly experience every single moment, to engage with others in a way that leaves them feeling full of life themselves, and to come up with exceptional ideas that innovate and bring about positive change. Tara is an ENFP, which means she is enthusiastic about everything but loves to add value through both her cognitive and creative lens. One way in which Tara uses her talents is through her exceptional way with words. At GIA, Tara uses her gift of writing by curating newsletters and blogs as well as representing the values and brand of GIA on social media and the website, creating a cohesive online presence. In addition, Tara is our GIA consultant and most likely the first voice you will meet when you schedule an intro call. She will greet you with her joyful personality, eager to hear your story, and how we can help guide you. In addition, Tara is now our Retirement Consultant and will be facilitating Retire by Design workshops at our office twice a year.

Prior to working at Goodwin Investment Advisory, Tara graduated with a Marketing Degree from Miami University, in Oxford, Ohio, where she ran Track and Cross-Country and received the honors of Academic All-American. She has held a plethora of different roles, from leadership development in Spain to missionary, church planter, children’s ministry director, account manager, marketing director, artist, and life coach. She received her initial life coaching certification through 5stones and is now completing her level 2 International Coaching Federation certification through Radiant Coaches Academy. She runs her own coaching practice, aURa prismatic, and enjoys helping others discover their own radiant essence. Tara is working on a book titled “The Art of reWILDing,” revealing ways to reconnect to the divine, nature, art, intuition, our body, and other healing rituals.

If she could share one message with the world it would be – “Be present. Just be. And in your being truly love your essence and who you are, because only then can you authentically love everyone else well!”

One lesson she keeps relearning – “Everything in life happens FOR you and not TO you.”

When she looks at herself and the life she lives, she is most proud of – “Who I am – when squeezed and pressed I’ve learned that juice flows out of me – and it looks a lot like love and grace.”

Favorite books:

But we’re not alone! We believe in working closely with others to leverage their wisdom, insight, experience, and expertise. We do this by selecting key vendors who have teams of experts in their fields with whom we can dialog as and when required. We also do this by having industry experts serve on our GIA Investment Committee and various clients serve on our GIA Client Advisory Board.

Through this network of partners, we build on the wisdom of thousands of people and utilize their advanced technology to support our team so that we can help you receive the most current and comprehensive guidance.

In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

In addition to our 4 Certified Financial Planner CFP®) professionals on staff, through our network of partners, we have 17 Chartered Financial Analysts (CFA®), 2 CFP® professionals, 1 Certified Public Accountant (CPA), and 6 Chartered Alternative Investment Analyst (CAIA®) professionals who support our investment management guidelines.