Tara Kastner

Tara Kastner is a Client Service Manager at Annex Wealth Management.

As a Client Service Manager, Tara assists all service-related needs of Annex Wealth Management clients.

Tara has worked in the financial industry for over 14 years. Tara earned an Associate Degree in Human Resources from Northeast Wisconsin Technical College and spent about a year working in Human Resources before realizing her passion remained in the financial field. Since returning to banking, Tara has gained experience through numerous roles, which has allowed her to develop strong leadership, customer service, and relationship-building skills while helping clients achieve their financial goals.

Outside of work, Tara enjoys exploring locally owned restaurants, whether in her hometown or while traveling and visiting new areas.