Senior Client Services Associate
Tasha provides all the administrative and clerical support for the Chapman Wealth Management team. In addition, Tasha strives to provide clients with outstanding professional service in the administration of their accounts.
“ The future belongs to those who believe in the beauty of their dreams. ” —Eleanor Roosevelt
Background and experience
Tasha has over 17 years of experience as a Senior Client Services Associate, with extensive experience in all administrative tasks including scheduling, organizing, and correspondence. Tasha is also a Notary Public.
Tasha began her career with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. In 2019, she transitioned with the team to affiliate with Prospera Financial Services, a full-service boutique broker-dealer. Tasha has always been an absolutely critical member of the Chapman Wealth Management team.
Away from the office
Tasha spends her free time with her two children Kyle and Allie in addition to her other friends and family. She is an avid outdoor person and loves to camp and boat in the summer, and ice fish in the winter. Tasha also enjoys athletic classes at her local gym.