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ML&R Wealth Management LLC
Maxwell Locke Ritter

Sarah Kircher

Wealth Management Associate

Professional Experience

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.

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 assists in keeping the wealth management department in compliance with SEC regulations.

Industry Focus

  • Retirement Planning
  • Wealth Management
  • Compliance

Education

University of North Texas
Bachelor of Science in Economics

Community

Current: Denton Breakfast Kiwanis Club, Board Member

Past: American Diabetes Association, Tour de Cure Planning Committee (2009-2010); American Diabetes Association, Volunteer; Christian Community Action, Volunteer