Sarah Stevenson

Senior Client Relationship Associate

North Scottsdale, Arizona

Sarah supports efficient, client-focused operations across onboarding, account maintenance, and service requests. She focuses on working towards providing accurate processing and timely follow-through, strengthening the overall client experience through reliability and attention to detail.
Sarah brings a strong operational background supporting retirement accounts and ongoing client service within a wealth management environment. Her experience has deepened her understanding of long-term planning needs and the importance of consistent service standards. An Arizona native, Sarah earned a B.A. in Economics from the University of Arizona.
Sarah’s approach is organized, careful, and solutions-oriented. She values clear communication and dependable execution, believing that small operational wins compound into exceptional client service.
Outside of work, Sarah enjoys hiking, traveling, and spending time with friends and family. She loves discovering new trails across Arizona.