The wealth management expertise successful lives demand

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Corpus Christi’s bayfront gazebos, miradores del mar (Spanish for “overlooks by the sea”), are based on structures in Morocco, Mexico and Spain. That’s something to see during your world travels.

Sarah Relton

Sarah Relton

Branch Associate

Having just graduated from the University of Texas at Dallas, Sarah has decided to join our team at Laguna Wealth Services. She has attained her B.S. in Finance and has industry experience with Mutual of Omaha, as their Financial Advising Intern. With her first-hand experience with clients and observing their financial planning needs, she is ready to start her next chapter here in Corpus Christi.

Sarah is currently on path to receive her Series 7 and 66 licenses, in addition to attaining this role. As an extrovert, she is hopeful to gain relationships with clients through helping with their various service needs.

In her free time, Sarah enjoys attending live-musical events, such as concerts and festivals, with her family and friends. She grew up in her hometown of Houston, Texas and has been an avid painter since her high school years. During her collegiate experience, she was involved in a service sorority, Delta Phi Omega, and devoted her four years to help fund children’s education and literacy rates in India.

We apply advanced financial planning techniques to help people prepare for and live well in retirement.

John Holloway