Sarah joined our team in 2004. In her current role as Office Manager, Sarah supports firm operations by overseeing information technology, human resources, employee benefits coordination, and bookkeeping. As a member of the Management Committee, Sarah helps shape the strategic plans of the firm. Her prior positions include Chief Compliance Officer, Portfolio Manager, Trader, and Special Projects Manager. Sarah obtained her Bachelor's degree in Organizational Communications from Eastern Washington University. In her free time, she enjoys taking dance classes, gardening, skiing, and performing in local theater productions.
- Series 65 Securities License