“A goal without a plan is just a wish” – Antoine de Saint Exupéry
Background/Focus
With a natural inclination for thorough research and analysis and a continued focus on advanced education, Sara is qualified to help individuals, families and small businesses with situations that are unique to them by creating a plan designed to give the client confidence in their investing. She brings the focus of the planning from the future to the present, expressing what needs to get done now and what the next steps need to be. It is a process, an interactive journey to reach the destination. The development and continued execution of customized financial plans that can help make a client’s vision for the future a reality, a life by design and not by default.
Sara operates under the core values of:
1. Do the right thing
2. Honest and high integrity including on a personal level
3. Services the client above all else
4. Works hard
5. Committed
She uses these values to focus on educating people financially to help get them to the place they dream of with personalized one on one planning and execution.
You get all of me – my talents, skills and experience personalized uniquely to you. I work for you, not for me.
Awards/Membership
Woodbury Financial Services multiple Eagle Award recipient*
Member Houston Chapter of Financial Planning Association
Lifetime Girl Scout
Works with female veterans pro-bono
Teaches 5th graders financial literacy
Education and Licenses
Sara graduated from University of Notre Dame, Australia with a dual degree in Politics and Law. She completed this three year degree in two years. She also holds certifications from Rice University as a Paralegal and as a Certified Financial Planner. She passed the CFP exam in July 2010.
Sara holds a Series 7 and 66 securities licenses as well as Group 1 insurance license (Life and Health)
Personal
Sara is married to Rick, a Petroleum Engineer with a major oil company. She has lived all over the globe, and has travelled to every continent, including Antarctica. Upon moving back to the US from Australia in 2004, she decided she wanted to be closer to their two daughters. She told her husband she was going to work, and joined the financial services industry where she began financial planning for her clients. Her daughters have graced her with 3 grandsons who cause her to keep her running shoes handy.
*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients.