Case Design Analyst
Sarah serves as a Case Design Analyst at Investor’s Preferred, where she develops customized strategies that align with each client’s financial and estate planning objectives. She partners with wealth managers and insurance professionals to translate technical analysis into clear, actionable solutions that strengthen long-term financial plans.
Before joining Investor’s Preferred, Sarah built a diverse background in data analytics and real estate. She earned her Bachelor of Science in Business Data Analytics from Arizona State University and began her career as a Business Data Analyst at MUFG Union Bank. She later earned her Arizona Realtor license, blending her analytical skills with a client-focused approach.
At Investor’s Preferred, Sarah applies her expertise in problem-solving, critical thinking, and communication to design innovative private placement solutions. She is passionate about helping clients and partners understand the unique opportunities this specialized space provides.
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