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ML&R Wealth Management LLC
Maxwell Locke Ritter

Sarah C. Wasaff

Professional Experience

Prior to joining ML&R Wealth Management Sarah was the Operations Manager for the Client Relations department of Baker Botts law firm. Having been there for over 9 years, Sarah was responsible for the budgeting, financial analysis, training and operations activities for her department. She worked with the business development leads to provide key financial client data. She also worked with outside vendors on product enhancements and troubleshooting technical issues. As the Operations Manager, Sarah was also responsible for producing polices and processes to ensure all of their offices and departments were operating consistently and efficiently.

Sarah joined ML&R Wealth Management in 2015. In addition to serving as the Operations Manager for ML&R Wealth Management, she also supports the Chief Compliance Officer to keep the wealth management department in compliance with SEC regulations. 

Industry Focus

  • Wealth Management
  • 401(k) Retirement Services
  • Compliance
  • Marketing
  • Business Development

Education

The University of Iowa
Bachelor of Business Administration in Finance
Emphasis in Accounting
 

Community

Current: Financial Literacy Coalition of Central Texas, Volunteer; Meals on Wheels, Volunteer

Past: Leukemia & Lymphoma Society – Light the Night Walk, Walk Team Chair; United Way Week, Committee Member; A Community for Education (ACE) – Literacy Champions, Tutor; Financial Literacy Coalition of Central Texas, Instructor

Affiliations

Alpha Kappa Psi, Professional Business Fraternity