As Partner and Head of Client Service at CLG, Sarah is dedicated to making the advisor and client experience top-notch.  Through focused training and creative development programs for CLG’s advisor network, and overseeing the Long Beach branch operations, 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 a Series 7, 24, 63, 65 and 51 securities registrations and CA Life & Health Insurance License.

When she’s not working with advisors to grow their businesses, Sarah is involved with the Long Beach Little League, AYSO and PTA.  She is also a member of the Long Beach Yacht Club.   Sarah lives with her husband Kurt in Long Beach and her greatest success – that of a devoted mother – is embodied in their two adorable sons, Jake and Owen.