Focus: Insurance Strategies, Investment Strategies
Sara Pantin brings a wealth of experience to the firm, having been in the financial services business for over 30 years. She has moved through many roles over the years as an agent, sales manager and senior executive, to her role as co-founder and managing partner of our firm.
Sara received her Chartered Life Underwriter (CLU) designation in 1991 and her Certified Family Business Specialist (CFBS) designation in 2013. She holds teh FINRA Series 7, General Securities Respresentative, Series 65, Uniform Investment Advisor Law Examination and Series 24, General Securities Principal registrations. In the industry, she is Past President of both the Austin Chapter of the National Association of Insurance & Financial Advisors-NAIFA, and the Society of Financial Service Professionals- FSP. In 2013, 2015, 2016, 2018 and 2019, Sara was recognized as a Five Star Wealth Manager in Texas Monthly, representing less than 4% of Wealth Managers in Central Texas*.
In the community, Sara is a 27-year Rotarian. She served as President of The Rotary Club of Austin in 2017-'18 and is a Trustee for he Club's Foundation. Sara is a 14-year member of Impact Austin, and a progressive leader in women's philanthropy. She serves as Chair of the Endowment Committee and on their Finance Committee. Sara enjoys being a Soprano in the Chancel Choir at her church, Tarrytown United Methodist. She is sixth generation Texan, and along with her husband Mike, is delighted to call Austin home and enjoys spending time with their children and grandchildren.
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317 Grace Lane, Suite 250
Austin, TX 78746