Sarah has been working with Southwest Investment Advisors since October 2017. She is the first friendly face you will encounter during your visit to our office. Her responsibilities include assisting clients with online access through LPL’s Account View, processing account documents, scheduling meetings and assisting Lacey, Stephanie and Kataya in all aspects of client care. When she is not at the office you will most likely find her on the shooting range serving as an assistant instructor and safety coach. She has a desire to empower others with knowledge, skill and ability to safely protect oneself and their loved ones. She has two children, son Zach is a graduate of the University of Arizona and daughter Paige who will graduate next year.
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We have been serving our clients from our Tucson office since 2001 and our Pinetop/Show Low office since 2014. We help people by managing and building portfolios for wealth building and retirement. Contact us today!