MEET THE TEAM

Sara serves as a Client Services Associate at Signature Wealth Advisors, where she focuses on supporting investment operations and working closely with the team to help ensure the smooth management of client accounts and portfolios. With a background in financial advising, she brings experience in wealth management, client relationship management, and financial services operations.

In her role, Sara assists with investment-related processes, account maintenance, and the day-to-day operational needs of our clients. She holds the Retirement Income Certified Professional® (RICP®) designation, which further strengthens her understanding of wealth management and retirement income strategies.