Professional Experience
Sarah joined ML&R Wealth Management in 2022, bringing over ten years of financial industry experience. Prior to this, she spent five years working for Broadway Bank assisting in the private bank and wealth management department. She worked with several advisors assisting with client long-term planning and day-to-day needs associated with the wealth management process. She most enjoys the personal aspect of wealth management and the opportunity to work closely with both team members and clients.
- High Net Worth Individuals
- Business Services
- Professional Services
- Wealth Management
- Comal County Crisis Center, Volunteer
- Meals on Wheels, Volunteer
