Sarah joined ML&R Wealth Management LLC in May 2008, where she assists with the client’s long-term planning and day to day needs associated with the wealth management process. She is a Registered Investment Advisor representative and also contributes to keeping the wealth management department in compliance with SEC regulations.
Sarah began her business career with Plan Data Inc. in Austin, administering qualified plans including 401(k) plans and profit sharing plans. In her eleven years working with qualified retirement plans, Sarah worked in Austin and Dallas, and primarily worked on the operational aspects of defined contribution plans.
- Retirement Planning
- Wealth Management
University of North Texas
Bachelor of Science in Economics
Current: Denton Breakfast Kiwanis Club, Committee and Board Member; University of North Texas Circle K International, Kiwanis Advisor; Habitat for Humanity of Denton County, Volunteer;
Past: Christian Community Action, Volunteer; American Diabetes Association (ADA), Volunteer; ADA Tour de Cure, Planning Committee