As Partner and Head of Client Service at CLG, Sarah is dedicated to delivering a top-notch advisor and client experience. Through focused training and creative development programs for CLG’s advisor network, Sarah is committed to a high-touch level of service, efficient business processing, and the education needed to stay current with a plethora of product solutions combined with a changing economic landscape.

With financial planning and investment advisory experience dating back to 1998, Sarah has served in various roles, including OSJ Branch Manager, Financial Advisor, and as the Manager of the Financial Institution Division at Financial Network Investment Corporation, helping financial institutions and their financial advisors grow their businesses.

Sarah received a Bachelor of Arts in Communications from the University of California, Santa Barbara. She currently holds Series 7, 24, 63, 65, and 51
securities registrations, as well as a CA Life & Health Insurance License.

Outside of her professional commitments to advisors and the growth of their businesses, Sarah and her husband, Kurt, are embracing their new chapter as “empty nesters” in Long Beach. Sarah and Kurt enjoy spending quality time traveling and playing golf together, and are often joined by their two adult sons, Jake and Owen.