Sarah, a Midwest native, moved to Seattle with her boyfriend in the summer of 2022 after graduating from college. Although she majored in psychology, she began her career at D.A. Davidson in an IT role and quickly adapted to the fast-paced intersection of technology and finance. After her first year, her strong customer service helped her stand out, and she was encouraged to apply for a role in the Facilities department. Over the next two years, she worked as a Project Coordinator supporting Davidson’s 120+ offices nationwide.
Eager to continue growing, Sarah explored new opportunities and built strong working relationships with Tom and Krista, who encouraged her to pursue a Client Associate role—ultimately leading her to join 5th Avenue Wealth Strategies. In her first four months, she passed the SIE, Series 7, and Series 66 exams and earned the Registered Client Associate title. Known for being kind, attentive, and dependable, she approaches wealth management with care and helps deliver personalized client support. Outside of work, she enjoys reading, skiing, baking, cooking, crocheting, biking, and spending time with her two orange cats, Eric and Edward.
