Sarah assists SIA’s advisors with crafting portfolios, rebalancing accounts and trading. She also plans the company’s client events and assists with marketing endeavors.
Sarah joined Southwest Investment Advisors in 2021, and has more than 10 years of experience in marketing, customer service and project management. She previously worked in the technology sector and with various non-profit organizations.
She has a bachelor’s degree in English literature from the University of Arizona.
Sarah met her husband, Chris, during the height of the pandemic (on a Zoom call, of all things) in 2020. They live with their two dogs, Einstein and Portia, a Corgi puppy and a nine-year-old Wirehaired Dachshund, who they refer to as their “low-riders.” Sarah loves to read any sci-fi/fantasy novel she can get her hands on.
Interested in learning more? Contact us to schedule a confidential, no-obligation call with a member of our team. We look forward to getting to know you.