Sarah M. Hunsucker

Client Service Associate

With over a decade of experience in the industry and customer service, Sarah supports both Financial Advisors and their clients, leading administrative tasks and assisting in all areas of client service. Her responsibilities include onboarding clients, opening and maintaining accounts, and handling the movement of funds.

Experience:

  • Dimensional Fund Advisors, Senior Associate, Investment Operations
  • Mercer Advisors, Administrative Professional
  • Cetera Advisor Networks, Client Service Representative

Education:

  • University of California, Santa Barbara, B.A. Political Science