Sarah Porter, FPQP^™

Sarah supports the advisors at Southwest Investment Advisors with fund research, financial planning prep, portfolio construction, account rebalancing, and trade executions. She also plays a key role in the firm’s marketing initiatives.

Sarah joined SIA in 2021, bringing over a decade of experience in marketing, customer service, and project management. Her background includes work in the technology sector as well as with various non-profit organizations.

Sarah is currently studying to pass the FINRA SIE.

Sarah met her husband, Chris, in 2020 during the height of the pandemic—on a Zoom call, no less. They now enjoy life with their daughter, and two dogs: Einstein, a Corgi, and Portia, a wire-haired Dachshund. A passionate reader, Sarah especially enjoys diving into sci-fi and fantasy novels whenever she can.