Sarah Anderson

Sarah Jayne Anderson, a Louisiana native, serves as the client relations, marketing, and financial planning coordinator at our firm. She graduated from Northwestern State University with her bachelor’s degree in psychology. In her role, helps build custom financial plans, handles customer service, and coordinates our events and marketing. Sarah takes pride in ensuring that every client feels welcomed and valued as they navigate their financial journey. Outside of work, Sarah finds fulfillment in giving back to her community by volunteering with individuals in recovery. In her spare time, she loves spending time with her family, being outdoors, traveling, and kayaking whenever she can.