About Sara
Sara plays a key role in ensuring a smooth and positive client experience. She supports the office in a variety of ways, including document preparation, client service requests, event coordination, and scheduling. Known for her attention to detail and commitment to service, Sara ensures that clients feel supported and well cared for at every step.
A California native, Sara has spent most of her life in sunny San Diego. She earned both her Bachelor’s and Master’s degrees in Gerontology from San Diego State University, along with a minor in Business Administration. Before transitioning to financial services, she spent much of her career working with older adults in the nonprofit sector — a background that reflects her dedication to helping others.
Outside the office, Sara enjoys a quiet life with her husband of 21 years and their two daughters. She appreciates a good book, weekend coffee outings, and the occasional Netflix binge. Her approach to both work and life is thoughtful, steady, and service-driven.