Tara Carpenter
Supervisory Principal, Jordan Creek Financial Solutions
- Role
- Supervisory Principal at Jordan Creek Financial Solutions
- Location
- Richland, IA, US
- LinkedIn followers
- 500 followers
Experience
Supervisory Principal
Jordan Creek Financial Solutions
Oct 2022 — Present · US
I’m an OSJ Designee at Jordan Creek Financial Solutions with a passion for empowering financial professionals to excel. With over 14 years of experience at Cambridge Investment Research, I’ve developed expertise in compliance, advisor development, and fostering strong partnerships.My career has focused on supporting advisors by navigating regulatory requirements and providing practical solutions, so they can focus on delivering exceptional service to their clients. I enjoy connecting with others, building trust, and creating environments where advisors and their teams can thrive.I believe in the power of collaboration, mentorship, and integrity to drive meaningful outcomes—not just for advisors, but for the clients they serve.
Education
Indian Hills Community College
AA
2006 — 2008
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