Sara serves as Trust Administrator and has over 30 years of trust and estate administration experience. She works closely with individuals and families to meet their trust and estate needs. Sara enjoys navigating the complexities of her work, resolving issues and servicing the client.
Sara is bilingual and provides translation services for our Spanish-speaking clients. She earned her Certified Trust and Financial Planning (CTFA) designation and has successfully completed Personal Trust I, II and III with the Cannon Financial Institute.