Helping individuals and families build lasting wealth through disciplined investment strategies, transparent guidance, and a long-term perspective rooted in your unique financial goals.
As a seasoned General Securities Representative with over twenty five years in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions.
I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.
Serving clients as a fully licensed General Securities Principal and Representative with FINRA and Nasdaq. Registered as an agent in Texas and California. Responsible for client investment guidance, securities transactions, and compliance with Schwab's supervisory framework.
Managed day-to-day investment operations and client services for an independent wealth management practice, coordinating advisory workflows alongside LPL Financial and Level Four Advisory Services during the same period.
Supported investment advisory operations and client account management within one of the nation's largest independent broker-dealer networks.
Provided operational and client-facing support within a boutique wealth management environment focused on high-net-worth individual planning.
Nearly 15 years at one of America's leading self-directed brokerage platforms. Gained deep experience in securities markets, client portfolio support, options trading, and regulatory compliance across a large retail brokerage environment.
Customized, diversified investment portfolios built around your risk tolerance and time horizon — spanning equities, fixed income, ETFs, and alternative assets.
Comprehensive retirement income strategies, including 401(k) optimization, IRA rollovers, Social Security timing analysis, and sustainable withdrawal planning.
Long-term growth strategies focused on capital appreciation, tax-efficient investing, and disciplined rebalancing to help you build lasting wealth.
Thorough assessment of your financial exposure with strategies designed to protect your portfolio against volatility, inflation, and sequence-of-returns risk.
Coordinating with your legal and tax advisers to ensure your assets are structured for efficient transfer and your legacy goals are clearly defined.
Empowering clients with the knowledge to understand their investments, make informed decisions, and stay disciplined through all market environments.
Illustrative blended portfolio returns for a representative balanced growth model. Individual results vary based on account size, timing, risk profile, and fee structure. Past performance does not guarantee future results.
Returns shown are gross of advisory fees and net of underlying fund expenses. Benchmark comparison uses S&P 500 Total Return index. Portfolio composition and weighting varies by client risk profile. This information is provided for illustrative purposes only and does not represent any specific client account. Securities offered through Charles Schwab & Co., Inc., Member FINRA/SIPC.
Sarah took the time to understand exactly where I was financially and where I wanted to be. She built a strategy that made sense to me and has consistently delivered. I finally feel in control of my retirement.
As a first-time investor I was overwhelmed, but Sarah explained everything clearly without making me feel judged. She's patient, thorough, and genuinely invested in your success — not just managing your money.
Sarah's ability to navigate the 2022 downturn — protecting our portfolio far better than the market average — was remarkable. Her risk management approach gave us real peace of mind when it mattered most.
I offer an initial consultation at no charge. Whether you're just starting out, approaching retirement, or reassessing your current strategy, I'd be glad to talk through your situation.