Sarah Seifert Client Service Associate

Throughout her career in the financial services industry, Sarah has used her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.

She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.

Before joining our team in October 2019, Sarah was a branch office administrator at Edward Jones Investments and a surgery scheduler for an orthopedic surgeon’s office in Houston.

Originally from Houston, Texas, Sarah now lives in Conroe with her husband, John David. In her free time, Sarah enjoys spending time outdoors with friends and family.

Sarah also gives back to her community. She has a passion for nurturing foster dogs and gives her time to Animal Shelter Volunteers of Texas.