Tara Korkus


As a member of the JJ Burns financial planning team, Tara Korkus helps analyze clients’ needs, conduct research, and develop comprehensive financial plans. She also provides support to the firm’s senior wealth advisors, assisting them in all aspects of the client relationship.

Tara earned both a B.S. in Finance and a B.S. in Financial Planning and Wealth Management from University of Delaware (go Blue Hens!). She is currently studying to become a CFP® professional.

On the personal side

Tara is a Long Island native. She loves traveling, especially to places with beautiful beaches. She’s also eager to learn about different cultures. When she can’t satisfy her culture curiosity by traveling, she experiments with new cuisines, either cooking novel dishes or visiting restaurants—with sushi being her all-time favorite. Spending time with family and friends is another high point for Tara, especially when her beloved mini–Australian Shepherd, Luca, is included.

What Tara brings to the table

A gluten-free dessert—along with a strong desire to help others transcend gender barriers in the financial planning world.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Anthony LaGiglia, CFP®

Managing Director

Steven Mula, CFA®

Chief Investment Officer

Ricky Bathija, CFP®

Senior Advisor

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Nickolas Raso


Jami Regan

Administrative Assistant