Professional
As our Associate Relationship Manager, Sarah supports both the client experience and our firm’s internal operations. She manages key administrative processes like account opening, money movement, and scheduling, and she works closely with our planning team to keep everything running smoothly behind the scenes. With her methodical approach and selfless drive, she ensures our clients and advisors have everything they need to navigate the planning process efficiently.
In every interaction, Sarah’s goal is to leave things better than she found them. She is a key point of contact for clients, and she provides personable support that makes them feel heard, informed, and cared for. Even on the busiest days, Sarah is organized, focused, and finding ways to improve the workflow of those around her. She takes pride in being a valuable resource for our clients and team, and she is always looking for opportunities to learn, grow, and help others.
History & Education
Sarah joined our team in 2024 and is currently pursuing a bachelor’s degree in financial planning at Texas A&M University.
Personal Life
Sarah enjoys being active and is happiest outdoors; she loves hiking, exploring new places, or simply taking in the fresh air. Staying connected with loved ones is also important to her, and she makes a point to carve out quality time for friends and family amidst her busy life. In her spare time, she likes to cook.