Sara brings a wealth of experience to the firm, having been in the financial services business for 30 years as financial advisor, sales manager and managing partner. For the prior decade, Sara was a senior executive for a major insurance and financial services company.
Sara received her Chartered Life Underwriter (CLU) designation in 1991 and her Certified Family Business Specialist (CFBS) designation in 2013. She holds the FINRA Series 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Examination) and 24 (General Securities Principal) registrations. Sara is Past President of the Austin Chapter of the National Association of Insurance & Financial Advisors. She has been an active member of the Society of Financial Service Professionals since 1991 and is currently President of the Austin Chapter.
Sara serves on a number of Boards of Directors, including Impact Austin, a women’s collective giving organization, and the Rotary Club of Austin’s Foundation Board of Trustees. Sara serves her church – Tarrytown United Methodist Church – as Lay Leader, serving on their Finance Committee as well as all other major committees. She is a sixth generation Texas, and along with husband Mike, are delighted to call Austin home to enjoy spending time with their children and grandchildren.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies