Before beginning her career in the Financial Industry, Sarah served as an Account Analyst handling all aspects of the budget transfers, contingency reports and client relations. Her work and volunteer experience expanded into areas of the science, finance and the education industries. Sarah received her B.S. in Financial Actuarial Mathematics with a minor in Religious Studies from the University of California, Los Angeles.
Sarah joined the Lumen Wealth Group through an internship in August of 2019. During that time, she learned to maximize her ability to build client relationships and enhance communication to provide a top-notch customer experience. Naturally, Sarah loves working in a team environment and considers it crucial to understanding each client’s unique comprehensive picture.
When she started in her role as Client Coordinator, Sarah handled all account transfers and cash administrative functions to ensure our operations ran smoothly. She also managed the scheduling and preparation of client review meetings and events.
In 2020, Sarah took the time to pass three securities and one insurance exam, making her a licensed advisor. Now she spends most of her time working with clients – helping them with financial planning integration and other servicing needs. Sarah takes pride in her effective communication skills, which she believes is critical to keeping our clients informed.
When she’s not outdoors, Sarah’s passion comes from exploring different restaurants and coffee shops around Los Angeles. She is becoming a true foodie. In her down time, Sarah is always looking to learn something new, both professionally and personally.
Raymond James is not affiliated with the above organizations and/or charitable causes.