Sara began at Botsford Financial Group in 2012 at our Frisco, Texas office as the assistant to the Director of New Business Development and Marketing. She moved on to also become the assistant to Erin Botsford. Sara is also a part of Botsford Financial Group’s back office. She assists with client service requests as well as being a client service liaison coordinating administrative aspects of client portfolios. This allows Sara to have experience in many parts of the firm.
Sara’s primary role is the Client Experience. She is instrumental in leading Botsford Financial Group’s new clients through our process in a professional and diligent manner. Sara insists all clients have a rewarding and enlightening experience as family members of Botsford Financial Group. In addition to ensuring a great experience, she also assists with Botsford Financial Group’s NEXT webinar series. This series strives to educate our client’s children and loved ones to prepare them for the future. Sara also facilitates client correspondence and plays a large role in planning exciting events throughout the year for Botsford Financial Group’s clients and friends to enjoy.
Sara graduated from the University of North Texas with a Bachelor’s Degree in Biology. When she is not in the office, Sara and her husband, Jonathan, are busy with their three munchkins, Xavier, Addison and Kimber. They live in Little Elm and enjoy boating on the weekends. Sara enjoys running 5Ks, 10Ks and is a part of Botsford Financial Group’s team in the Susan G Komen 60 mile 3 day walk in November.