Driven by a genuine passion for helping others navigate their financial planning, Sa is dedicated to providing integrity-based, client-focused service in the financial industry. Her career in finance began in 2022 when she joined Charles Schwab and discovered a deep appreciation for the impact sound financial operations can have on individuals and families.

Sa holds a degree in Management and Finance from Indiana Wesleyan University and is committed to continuous learning and professional growth. Her goal is to expand her expertise and make meaningful contributions to the financial well-being of clients through efficient, values-based operations and service.

In her free time, she enjoy spending quality time with her family, volunteering in her local community, and exploring the natural beauty of the West Coast (or national parks) through hiking and travel.