Focus: Insurance Strategies, Investment Strategies
Sara Pantin brings a wealth of experience to the firm, having been in the financial services business for over 30 years. She has moved through many roles over the years as an agent, sales manager and senior executive, to her role as co-founder and managing partner of our firm.
Sara received her Chartered Life Underwriter (CLU) designation in 1991 and holds the FINRA Series 7, General Securities Representative, Series 65, Uniform Investment Advisor Law Examination, and Series 24, General Securities Principal registrations. In the industry, she is Past President of both the Austin Chapter of the National Association of Insurance & Financial Advisors – NAIFA, and the Society of Financial Service Professionals - SFSP.
In the community, Sara is a 24 year Rotarian and currently serves as President of The Rotary Club of Austin. She is also on the Club’s Foundation Board as a trustee. Sara is an Officer and currently serves as Board Secretary for Impact Austin, a progressive leader in women’s philanthropy. Sara serves on both the Finance and Endowment Board of her church – Tarrytown United Methodist. She is a sixth generation Texan, and along with husband Mike, is delighted to call Austin home and enjoys spending quality time with their children and grandchildren, their activities and travel.
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317 Grace Lane, Suite 250
Austin, TX 78746