Choosing a Trustworthy Advisor
Sarah helps Mission Private Wealth clients implement the day to day activities that make financial plans go. This includes setting up savings plans for clients in their accumulation stage of life, managing required minimum distributions for clients in the distribution phase of life, and monitoring investment allocations.
She has her Series 7 and 63 Registrations through LPL Financial. She has been in the Financial Services Industry since 1980. Her goal is to give each client the diligence, competence and professionalism that they deserve alongside of a level of service that is above & beyond their expectations.
She grew up in Goleta and has lived in Orcutt since 1988. She has two sons, Jason and Kyle. Sarah enjoys spending time outdoors, hiking, going to the beach, and playing softball.
Sheryl is an experienced administrative assistant with over twenty five years in the financial service industry. Born and raised in La Jolla, California until she moved to Boulder, Colorado where she graduated from Boulder High and the University of Colorado with a Bachelor of Arts Degree in Psychology and Art History.
Sheryl is an active volunteer for Promises2Kids-San Diego Center for Children, Polinsky Children’s Center, Camp Connect, Guardian Scholars and Foster Funds. She held a California Life and Health insurance license for seventeen years while working for AIG, UBS, and LPL Financial. She has specialized in operations, management, compliance, licensing and contracting, office administration training and tax preparation. Sheryl loves to travel the world and enjoys spending time in Palm Springs and Palm Desert.
Barbara has a bachelor’s degree in education from the University of Colorado. With her teaching background, she believes in educating her clients in their progress toward financial independence. In addition to working with her clients, Barbara is an active member of AAUW and Santa Maria Women’s Network. She also serves on the board for Pathpoint, a non-profit serving people with disabilities and disadvantages. She enjoys spending time outdoors, reading with her fiction and nonfiction book groups, cooking, visiting her family, and traveling with her two teenage grandchildren.