“At Callan Capital we use a client-centric approach to serve your ongoing financial needs.”


Associate, Operations and Client Service

Sara joined Callan Capital in July of 2019 as an Associate of Operations and Client Service.

Prior to Callan Capital, Sara has spent almost twenty years in financial services; working most of her career in Client Services and Operations Management.  Her expertise is in in providing exceptional support for advisors with clientele of high net worth individuals.

Sara earned a Bachelor of Science from Texas State University in San Marcos, Texas in 1998.

Sara enjoys traveling and spending time exploring all the outdoor activities, food and live music Austin has to offer.