Sarah prides herself on giving the highest level of customer service and strives to exceed the expectations of all of the clients she interacts with. Sarah began her financial services career at UBS Financial Services in 2015 in the same office as Chad Taylor, founder of Seapoint Wealth Advisors.
She quickly began working with Chad in a client services role and has been eagerly expanding her knowledge of the financial services industry. Sarah is currently studying for her Series 7 securities license. Sarah is continuing her career with Chad at Seapoint Wealth Advisors as Director of Client Services.
Sarah earned her bachelor’s degree in business at Cal State Sacramento. Outside of the office, Sarah enjoys making new memories with her husband, Joe, and sons Joseph and Nathan. She pursues her passion for photography on the weekends and enjoys all the excitement San Diego offers.