As the Director of Client Services at Seapoint Wealth Advisors, Sarah is dedicated to delivering exceptional customer service and consistently strives to exceed client expectations. Her career in financial services began in 2015 at UBS Financial Services, where she worked alongside Chad Taylor, the founder of Seapoint Wealth Advisors.
In 2018, Sarah joined Chad in a client services capacity and later joined him on the journey that led to Seapoint Wealth Advisors' founding in 2021. Since then, she has been deepening her understanding of financial services, advancing my expertise by pursuing a Series 65 license.
Sarah holds a bachelor's degree in business from Cal State Sacramento. Outside work, she enjoys creating new memories with her two sons, Joseph and Nathan. On weekends, she pursues a passion for photography and loves exploring all the excitement San Diego has to offer.