Sara began her career in the financial services industry in 1992 with Rauscher Pierce Refsnes in Dallas with a focus on regulatory oversight and compliance. She then moved to Principal Financial Securities for five years, continuing her work in the private client group compliance department. Her next years were spent at Capital Institutional Services Inc., where she worked for the institutional director of sales from 1999 to 2006, when she took a break from the industry to raise her three daughters. She joined Raymond James in 2017, becoming a valuable member of CPB Capital Group.

In her role, Sara draws on her decades of financial industry experience to help meet the service needs of the team’s diverse client base. Her specialties include trading and order entry, account opening and maintenance and client account operations. She also serves as a vital conduit between the team members in the areas of practice management, marketing, client onboarding and client reviews and reporting.

Born in Odessa, Texas, Sara now lives in Richardson with her husband and daughters and is a member of Woodcreek Church. When she’s away from the office, she enjoys spending time with her family and friends and watching her daughters play sports, from softball and soccer to taekwondo.