We work with current and recently retired employees of Schlumberger. Taking time to learn as much as possible about the Schlumberger package of benefits means that we bring a higher level of understanding to our work. Decisions made at retirement are often irrevocable so careful planning is critical to success. We place an emphasis on choosing the most suitable pension distribution option so that it is thoughtfully integrated into each retiree’s 25 to 30 year income plan. Non-pension assets are invested for stability, income and growth.
In addition to our work with those transitioning to retirement, we also serve those going through the transition of divorce. Like retirement, many decisions made during the divorce process are irrevocable and will have long-term impacts. We work with clients to determine the short and long-term financial impact of any proposed settlement.
Sarah holds a Master of Business Administration from the University Of Texas McCombs School Of Business (2010). She also holds the Certified Divorce Financial Analyst (CFDA™ ) designation through the Institute for Divorce Financial Analysts (2017). To further enhance her ability to serve clients, Sarah is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. She began her career with Merrill Lynch in 2010 and joined Baird in 2015. Prior to entering the financial industry, Sarah was a professional opera singer.
A native Houstonian, Sarah loves her home town. She enjoys Houston’s many opportunities for adventurous eating as well as the city’s museums and art galleries. In her spare time, Sarah is an enthusiastic amateur equestrian and currently trains at Solstice Farms.