Financial Planning and Client Service Associate
Sarah is part of our advisory team as she assists with financial planning and tax advice. She helps gather and organize data needed for the preparation and update of financial plans. She also provides administrative support to clients and financial advisors. She handles many of the minute details for all client accounts including transferring accounts, distributions, contributions, etc. Sarah assists with the bookkeeping for MFA.
Sarah studied at Brigham Young University, Idaho focused on Accounting and Finance
Getting to Know Sarah
Sarah is expecting her first child in June 2020. When not working, Sarah can be found camping, hiking, and enjoying nature. Though she doesn't enjoy fishing, she loves going on fishing trips with her husband, giving her an excuse to read her fiction books while her husband fly fishes.
- Favorite pastime: camping
- Something on Sarah's bucket list: Mexican Cruise
- Favorite movie: Interstellar
- Biggest joy: My family