Meet the Team

Sara graduated from Louisiana State University in 2008 with a bachelor’s in elementary education. She began her career in the financial industry in 2010 and has held roles in insurance and investment operations, worked directly with clients, and managed staff and teams.

Across these roles, Sara has valued the opportunity to support both clients and colleagues. Sara thrives on problem-solving, addressing concerns and simplifying complex situations. She most enjoys roles where she can be both people-oriented and solution-focused.

Sara has been married to her husband, Beau, for more than 15 years, and together they have two daughters. As a family, they love to hike and have recently taken up kayaking. They bought tandem fishing kayaks over the summer and bring the girls along whenever they have the chance.

One of Sara’s favorite hikes was through the Highline and Hidden Lake trails in Glacier National Park. She describes the scenery as majestic and breathtaking. There, she and her family encountered a variety of wildlife, including bears, mountain goats, bighorn sheep, deer, marmots and ptarmigan birds. Their next big family trip will be to the Grand Canyon.

When not exploring the great outdoors with her family, Sara enjoys playing hymns on the piano, serving at the Community Bible Church and reading with her book club. She highly recommends The Wild Robot trilogy, which she read with her daughter, Isabel. Sara also loves to bake bread. She mills her own flour and makes a variety of baked goodies in her kitchen. A win in Sara’s book is when the kids do a happy dance whenever she takes a fresh loaf out of the oven.