Sarah initially joined the Lumen Wealth Group through an internship in 2019. She quickly became a valuable member of the team and adapted to the fast-paced nature of the financial industry, easily transitioning to a full-time role as a Client Service Coordinator because of her essential qualities that our group values - including a commitment to working in a team-focused environment, clear communication skills, and a dedication to delivering the best client experience possible.
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 which she believes is critical to keeping our clients informed.
Before beginning her career in the financial industry, Sarah served as an Account Analyst and handled all aspects of the budget transfers, contingency reports, and client relations. Her work and volunteer experience expanded into areas of the science, finance, and education industries. Sarah received a Bachelor of Science in Financial Actuarial Mathematics with a minor in Religious Studies from the University of California, Los Angeles.
Raymond James is not affiliated with the above organizations and/or charitable causes.