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Sarah J. Walkinshaw, CLU

Sarah J. Walkinshaw, CLU

Paraplanner

           

Sarah began her career as a Broker for TD Ameritrade in 2006. She took a role as Wealth Management Consultant as part of the startup team for TIAA CREF when the company opened an operations center in Texas in 2007. After a brief stint in Hospitality Management, she returned to the financial services industry in 2015. Sarah earned her Chartered Life Underwriter (CLU) designation in 2016 while working at the State Farm Corporate Office. Shortly after that she enrolled at the University of North Texas to finish her degree in Risk Management and Financial Planning.

Sarah will earn her degree from UNT in December, and plans to sit for the Certified Financial Planner (CFP) exam in July of next year. Long term, she has a dream of visiting all of the Major League Ballparks with her son, James.

According to Sarah, “I’m still a student, but I’m a teacher by nature. My faith and my family drive me to do the right thing. My desire is to share my knowledge to support our advisors as they help others pursue their goals; whether that is a dream vacation, leaving a legacy for their grandchildren, or a simple trip to the ballpark.”

 Sarah is a Registered Assistant with Royal Alliance Associates, Inc.