As a Client Service Associate at West Invest, Sarah helps support clients and our financial planners. She has worked in customer service for over 10 years and enjoys building strong relationships and helping people feel confident about their financial future.
She grew up in the Seattle area and moved to Bellingham in 2013 to attend Western Washington University, where she studied Music with a focus on singing. Her parents taught her about saving and investing early on, which helped spark her interest in finances and led her to this career.
Outside of work, she takes dance classes and recently started teaching tap dancing. She also volunteers by baking cakes and treats for foster kids and youth in need. She also enjoys cooking, and spending time with her fiancée, Ben, and with friends and family.
You may work with Sarah:
- To schedule appointments with your planning team,
- Sign and notarize documents,
- Or process account paperwork and resolve account questions.
A quick Q&A with Sarah:
- What’s your favorite place that isn’t work or home?
- The dance studio I take classes and teach at. Joining a community that has a shared love of dance has brought me so much joy. The studio provides a welcoming and supportive environment to people of all ages. Joining this studio as an adult has taught me that it is never too late to return to your passions.
- What’s a hobby or activity that you love outside of work?
- In addition to dance, I love cooking and baking. It is something I've always enjoyed and really got into with my fiancée in 2020. The most fulfilling part of cooking and baking is sharing what I make with friends and family. I love how food brings people together and has the ability to create lasting memories and traditions.
- What do you enjoy most about working at West Invest?
- The people, both the team and our clients. I feel so lucky to work for a kind, caring group of people. We also have a wonderful group of clients who are a pleasure to work with. I love helping people and feel fulfilled getting to support our team and clients.
- What’s one small thing that always makes your day better?
- Seeing a dog! No matter how tough a day might be, that never fails to make me smile.