Investment & Planning

A California native, Sarah has lived in Los Angeles most of her life. She attended the University of Southern California and honed her financial skills as an intern with Merrill Lynch during those years. There, she worked closely with advisors to provide support and increase organizational efficiency before graduating a year early with a bachelor’s degree in economics.

As an associate at Westmount, Sarah liaises between clients and their advisors, assisting in client service and trading. Sarah was initially drawn to Westmount for its collaborative culture and value of One Team.

Outside the office, Sarah enjoys running, traveling, and attending concerts. She is also fluent in three languages and has visited 12 countries (with the hopes of visiting many more).