“You cannot swim for new horizons until you have courage to lose sight of the shore.” - William Faulkner
Role at Mission Wealth
Sara serves as the Director of Client Relationships at Mission Wealth. Sara is keenly focused on refining Mission Wealth's internal and external advisor resources to deliver an exceptional client experience. Sara leads firm initiatives and special projects while working closely with the Client Advisors and key internal stakeholders. Sara is committed to creating a world-class, client-centric wealth management firm.
Professional Background
Sara served as the Director of Relationship Management at AdvicePeriod, a Registered Investment Advisor acquired by Mariner Wealth Advisors in June 2021. She partnered with advisors to provide support for client relationship management, business development, practice management, firm resources, and continuing education.
Sara previously served as a Senior Vice President in the office of the CEO at Kayne Anderson Capital Advisors, L.P. where she was responsible for supporting the CEO and liaising with the Executive Committee to spearhead strategic initiatives and cross-functional projects.
Prior to joining Kayne Anderson in 2019, Sara spent nearly a decade advising ultra-high net worth family offices, entrepreneurs, and corporate executives with investment management and capital markets needs at Morgan Stanley, Barclays, and Citi Private Bank.
Personal Pursuits
In Sara’s spare time, she enjoys living in Manhattan Beach and cheering for her beloved New York Jets.
As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.