About

Tak is the president and founder of TAK Advisory LLC. Tak provides fiduciary financial planning and investment advice to individuals, trusts and estates. Tak is committed to operating at the highest level of integrity, accessibility and knowledge. Working with Tak, clients receive objective and impartial financial advice that truly serves their best interests and helps them enjoy financial security, freedom and peace of mind.

Tak has more than twenty years of experience working in the global financial services industry. Tak graduated with a Bachelor of Science degree in Accounting and Finance (Magna Cum Laude) from the University of Southern Maine.

Tak is a volunteer faculty member at USM's Osher Life Long Leaning Institute (OLLI) and served on the University of Southern Maine's Board of Visitors.

Tak lives in Cape Elizabeth, Maine with her husband, Fred Thomas, an avid cyclist. Tak is passionate about open water swimming, biking and running.

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