Sara joins WealthSource with over 23 years of experience in the Financial Services industry. She started her career in lending back in 1997 and transitioned over to the investment side of the industry in 2010.
Prior to joining WealthSource, Sara worked for an investment firm based in Calabasas, CA where she started as an Assistant, but was quickly promoted to managing the Client Services Team. That was when she discovered her passion for client services. She excels at maintaining client relationships and assisting clients with their day to day needs.
Sara currently lives in Northern California with her husband and daughter.