Registered Administrative Assistant
Financial Planning Division
Sarah joins NCH as a Registered Administrative Assistant and brings nearly 20 years of experience in the financial services sector.
Her previous experience with UBS, Smith Barney and LPL Financial will serve her well as she learns all the various products and processes at NCH. She holds Series 3, 7, 9, 10 and 66 licenses.
Sarah also brought experience using both Pershing and Redtail from her most recent position as an Investment Advisor Representative with a local planning firm in Tustin.