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Sara is a Trust Officer with over 30 years of experience in trust and estate administration. In her role, she works closely with individuals and families to understand and address their specific trust and estate needs. Sara navigates the complexities of her work with care and is skilled in resolving issues that may arise, providing service aligned with her clients’ goals.

Advanced Training

  • Completed Personal Trust I, II and III with the Cannon Financial Institute

Certifications

  • Certified Trust and Financial Planning (CTFA)

Interests

Bilingual and provides translation services for our Spanish-speaking clients.

Attorneys & Consultants

Our team has spent years working with attorneys, consultants, and other advisors to determine appropriate courses of action for our mutual clients.

Beneficiaries & Families

Experience peace of mind knowing your loved one's assets are in capable hands. Let us help you through this challenging time.

Other Team Members

Your Trust, Our Commitment

Let’s get started. We’re ready to partner with you and advocate for your client.

Prefer Personal Assistance?

Our team of dedicated professionals are here to support you.