SarahBeth serves as an Associate Relationship Manager at The Sum, where she works closely with Mike Bard and his clients. She provides an additional layer of client support, helping with meeting preparation and communicating on behalf of the team. SarahBeth also assists in onboarding new clients and facilitates the process of setting up and funding their accounts. With her innate drive and passion for helping people, SarahBeth strives to deliver exceptional service in everything she does, and she loves building genuine relationships with her peers and their clients.
SarahBeth graduated with a Bachelor of Science in economics and a minor in financial planning. Currently pursuing a Master of Economics at Texas A&M University, she dedicates a significant portion of her time to her studies. She is the Vice President of the Financial Planning Student Association at the university, and it was through this organization that she met the team from The Sum. She is also a dedicated group fitness instructor at Texas A&M, sharing her love for fitness with her fellow students.
Outside of work and school, SarahBeth enjoys an active lifestyle. She’s an avid pickleball player and competes in beach volleyball tournaments whenever she can. She also enjoys playing board games, swimming, and watching movies with her family and friends.