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 has earned her Financial Paraplanner Qualified Professional FPQP™ designation.

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.

Q&A

What are some of your favorite books, movies, or music?

It’s a good thing the question is what my favorites books (plural) are right now. There is NO way I could just pick one. My favorite book series to recommend is The Innkeeper Chronicles by Ilona Andrews, which is a pen name for a husband and wife writing team. They are fantastic at creating robust worlds and three dimensional major and minor characters. And they make me laugh. A lot.

When I’m not reading science fiction or fantasy, I’ve been loving Emily Henry’s romcoms. Book Lover is my current favorite, but I just finished Great Big Beautiful Life and adored it.

My all-time favorite movies are Arrival (with Amy Adams & Jeremy Renner) and About Time (with Rachel McAdams & Domhnall Gleeson). A friendly discussion of the former led to dating and then marrying my husband. The latter is a movie we watched via Zoom, while we were dating during the Pandemic, and now we watch it at least once a year together because it was such a core memory for us at the time.

Favorite Musicians/Band: Florence + The Machine, Two Steps from Hell, JJ Heller, Imagine Dragons, … and yes Taylor Swift.

If I could play a song on repeat forever and not go insane . . .

The theme song from Bluey. The moment those chords start to play, my toddler magically transforms into a happy, laughing little girl, no matter where we are (and has conveniently forgotten she was upset mommy couldn’t transform vegetables into a grilled cheese sandwich)

My favorite word in the English language is . . .

Obsequious. It’s a vocabulary word from my 9^th grade Honors English class and basically describes the personality of a first born and Type A personality. Which is me. And it’s just very fun to say out loud.

On your bucket list . . .

Someday I’ll write a novel. I’ve started a bunch; I just need to finish one.

What do you enjoy most about working at SIA?

I love being paid to dive deep into data and numbers, geeking-out over spreadsheets and graphs. I also enjoy being part of a company that strives to help people be their healthiest financial selves, where we get the privilege to walk through every small and big life event with them. It’s also fun to collaborate with a great team to accomplish all the above.