Tara D. Maxwell, PHR, SHRM-CP

Tara has nearly three decades of industry experience, focused on providing exceptional client and employee experiences. She was a part of the original team that founded Sendero^® in 2008. Tara was initially a Managing Director and later promoted to Vice President before being named Partner in 2020. Throughout her tenure at the firm, Tara developed a passion for serving multigenerational families – helping them build stainable wealth and foster healthy relationships. This passion led Tara to found Sendero’s Family Engagement practice.

In her role as Family Engagement Founder, Tara takes an interdisciplinary, evidence-based approach to collaborating with individuals and families to address the qualitative opportunities, challenges, and issues they face at the intersection of family and wealth. She designs and delivers customized educational programs for families concerning family governance, succession planning, and multigenerational transfer of intellectual capital and assets. Tara is dedicated to crafting tailored solutions that address clients’ unique needs and empowering them to steward their resources. Her ability to connect with individuals of multiple generations, while bridging differing perspectives on wealth, underscores her commitment to providing exceptional service with a lasting impact.

Tara holds multiple securities licenses, including Series 4, 7, 63, 65, and 99. She is certified by the Society for Human Resource Management (SHRM) as a SHRM Certified Professional and holds a Professional in Human Resources^® (PHR) certification.