Client Advisory

Biography

Sarah is an Associate in the Santa Barbara office, working remotely in Redlands, CA. She is a member of the Wealth Management practice, supporting our financial advisors by providing white-glove client service, managing administrative tasks, and ensuring the smooth operation of client-related processes. In addition, she’s also a member of the Real Estate Committee in Investor Relations, where she oversees fund maintenance, annual tax reporting, managing investor inquiries and administrative requests, handling quarterly reports and distributions, and more.

Prior to joining Cerity Partners, Sarah was a Client Services Associate at West Coast Financial in Santa Barbara, CA serving in the same role and capacity as she does at Cerity Partners. Sarah began her career at Crew Wealth Management, at an independent firm in San Luis Obispo, CA as a Client Services Associate. She was actively involved in trading, assisting with financial planning, and managing a variety of client service and administrative functions.

In her spare time, Sarah enjoys cooking, baking, working out, dialing in her espresso, watching documentaries, and spending quality time with her family and dogs, Baker and Reese.

Education

  • B.A. in Political Science with a Pre-Law Concentration and a Minor in Psychology from California Polytechnic State University, San Luis Obispo

Highlights

  • Notary Public

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