Sarah Schoeplein
Financial Advisor - Principal Securities Registered Representative
Sarah is dedicated to helping individuals work toward financial stability by providing personalized strategies that align with their specific goals and circumstances. With a focus on empowering clients, Sarah guides them through investment opportunities and financial decisions designed to support their long-term financial well-being. By fostering strong relationships and ensuring financial plans reflect each client’s values, Sarah creates a supportive and tailored advisory experience.
Sarah holds a degree in Finance from Texas State University and maintains FINRA Series 7 and 66 securities registrations, along with Life, Accident, Health, and Variable Annuity licenses.
Committed to making a difference both professionally and in her community, Sarah is actively involved in her local church and participates in initiatives through the Austin Chamber of Commerce. Outside of work, Sarah enjoys spending time outdoors, staying connected with friends, and caring for her dog. As the youngest of seven, Sarah values family time and loves being an aunt to her 13 nieces and nephews.