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As an administrative assistant and a member of the Southwest Investment Advisors operations team, Sarah’s primary duties include assisting clients, supporting advisors, processing paperwork and working with the firm’s back-office team at LPL Financial.
Sarah has been with Southwest Investment Advisors since 2017.
Sarah has lived in Tucson since 2016. In her free time, she serves as an assistant instructor and safety coach at a local shooting range. Her grown children, Zachary and Paige are both graduates of the University of Arizona. Outside of the office, Sarah enjoys walking Tucson’s Loop and taking day trips to Mt. Lemmon, Bisbee and Tubac.