Tara Temelko

Tara Temelko serves as the Executive Assistant to Timothy J. Martin at Planned Financial Services, where she plays a crucial role in supporting the firm’s operations and upholding a high standard of service across client relationships. Since joining the team in 2020, Tara has been instrumental in ensuring precision, responsiveness, and continuity throughout the client experience.

With a background in accounting and management, Tara brings a structured, detail-driven approach to her work. She holds an associate degree in Business Administration from Baker College and is known for her reliability and ability to anticipate needs across both administrative and client-facing responsibilities.

Tara is particularly dedicated to helping clients navigate life’s more challenging transitions. She manages the firm’s death claim processes by assisting beneficiaries and surviving family members in navigating complex paperwork during emotionally difficult times. Her ability to provide clarity and direction during these moments reflects the firm’s values of compassion, professionalism, and client-first service.

Her commitment to excellence is evident throughout the client journey—from scheduling and case preparation to timely communication and follow-up. By ensuring consistency and operational efficiency, Tara creates the foundation that allows advisors to focus on planning while clients receive seamless, personalized support.

Tara lives in Lake Orion, Michigan, with her two children, two dogs, and two cats. Outside of work, she enjoys strength training, camping, and solving intricate jigsaw puzzles—always seeking ways to challenge herself and stay connected to what matters most.