EagleStone is Proud to Announce Joseph Lager, CPA, CDFA and ESTWA’s Director of Tax & Accounting, Has Earned the Certified Fraud Examiner (CFE) Credential

Tarun Mehta, JD/MBA

Tarun Mehta, JD/MBA

President & Chief Compliance Officer

Shareholder-EagleStone Tax & Wealth Advisors

Tarun is the President & Chief Compliance Officer for EagleStone Tax & Wealth Advisors. As President, Tarun oversees the firm’s operations and business practices. As CCO, Tarun manages the firm’s compliance program and requirements as they pertain to the SEC & FINRA and monitors ongoing regulatory developments in the industry. Tarun also acts as the informal in-house counsel to EagleStone Tax & Wealth Advisors, assisting with document/agreement preparation, document review and other legal matters.

Before joining EagleStone, Tarun was CEO of Outsource Compliance Resources, LLC (“OCR”), a SEC/FINRA Compliance consulting and technology/operations consulting firm. Previous posts held by Tarun include Financial Analyst and Chief Compliance Officer with R&M Wealth Management Services, LLC and Due Diligence Analyst at H. Beck, Inc, in Rockville, MD.

Tarun was raised and educated in New York. He attended Bronx High School of Science, graduated cum laude with a BS degree in Psychology from City University of New York (CUNY) – Brooklyn College, and earned a dual JD/MBA from Fordham University. Tarun lives in Olney, MD with his wife and daughter.

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