We asked her a few questions to get the interview started.
What do you want to help people accomplish financially?
“To feel financially secure and independent.”
What sets you apart?
“Taking a holistic view of financial preparedness. It’s not just about accumulation; distribution and decisions play a critical role in today’s retirement scenarios. I want my clients to maximize their income, but just as importantly, to reduce their taxation where possible.”
What unique awards or honors have you achieved?
“My most prestigious award was the Top Archery Award at Camp Mystic when I was 9 years old!”
Background: Sari specializes in life, long term care, and disability insurance as well as individual and group tax preparation. She holds the Retirement Income Certified Professional (RICP®) designation and Series 6, 63, 65 Securities registrations, as well as Life, health, Variable and Real Estate licenses in Florida.
Sari serves as a Guardian Ad Litem for the 15th Judicial Court. She is Past President of the alumni association of the University of Houston, a Curriculum Advisory Board Member of the Conrad N. Hilton College of Hotel and ….. .” Sari is also a board member for WIFS Gold Coast.
Sari and her husband Cliff have raised amazing sons Cameron and Rowan. And K9 boys, Otto and Huey keep them company at home now.
“As an Executive Recruiter I placed the General Manager in the Houston Junior League 35 years ago, and he is still there! He and his wife also happen to be my sons’ Godparents.”
“In my University Days, I always took copious notes in class. I never studied for tests, but I always went to class and I made the dean’s list every semester. Once I write something down, it is committed to memory. My class notes were a hot commodity and classmates would beg to have a copy of them prior to exams, especially if they had skipped class. I was happy to oblige.”