Sarah Whitfield

With my knack for project management, I serve as the reliable link between our amazing clients and Wealth Management and Investment teams. I bring a blend of tech-savviness and operational support expertise, ensuring that our operations run smoothly and every detail is handled.

My financial journey began in 2015, right after I graduated from the University of Texas in Austin with a BA in History and a minor in Business. Through a challenging financial advisor training program, I honed my skills and earned licenses like Series 7 and Series 65 and insurance certifications.

I’m dedicated to providing exceptional support to our clients and the RHP team. I help our clients experience a smooth transition between their goals and financial activities.