Broker Check
Tara Estes

Tara Estes

Associate Financial Advisor

Tara has been in the financial industry for over 25 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 involved in the community as a member of the Owensboro Estate Planning Council and Impact 100. Tara is a past board member of Girls Inc., where she served on the Executive Committee and held the office of Secretary. She is also a volunteer for the Owensboro Daviess County Veterans Association. 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.