Sarah Nagle, FPQP®
Paraplanner
Sarah supports advisors at Southwest Investment Advisors with portfolio construction, account rebalancing, and trade executions.
Sarah joined SIA in 2026 with 7 years of experience in small business management, as well as a background in strategic business management and product management.
Sarah has earned her Financial Paraplanner Qualified Professional FPQP™ designation.
Sarah and her husband Mike have 4 kids, 2 dogs, and 4 cats. Some of her favorite memories include trips across country with her friends and family to National Parks. Her favorite pastime is working out with friends, and she is always signing up for a new athletic pursuit to challenge herself.
Q&A
What are you most proud of?
I am most proud of my 4 kids. It’s such a gift to constantly be impressed with their values, work ethic, and wit.
Cats or Dogs?
It’s complicated. My dogs are my loyal companions, but the cats operate in their own realm. Predictably unpredictable and keeping me on my toes.
The best piece of advice I’ve ever given is…
Be your own self. (directed at my youngest child. IYKYK)
Education
Georgia Institute of Technology
BS in Industrial Systems Engineering, Certificate in Music
Accreditations
Financial Paraplanner Qualified Professional FPQP™
Charity
American Dance Leadership
Articles
Ready?
Think we might click? Let’s find out. A quick, no-pressure chat with a SIA advisor is all it takes. Just fill out the form, and we’ll be in touch soon. We’re looking forward to getting to know you!
