Sara Potts, CFP®

Education

• BS from Texas A&M University College Station

Professional Designations

• CERTIFIED FINANCIAL PLANNER® Professional
• Series 7 and 66 Licenses
• General Lines Agent Insurance License (Texas)

Sara is a Lead Advisor for Keller Wealth Advisors. Her practice includes working with clients through all of life’s stages, from helping individuals who are just starting their careers to those who are transitioning into retirement.

Before joining the staff at Keller Wealth Advisors, Sara worked as a financial advisor designing and maintaining retirement plans and educating plan participants. Sara graduated from Texas A&M University with a bachelor’s degree in Agribusiness.

She and her husband have three children. Outside of the office, you can find Sara volunteering or spending time with her family. She currently serves as a board member for The Children’s Discovery Museum of the Golden Crescent and the Industrial Education Foundation. Sara and her family are active members of their church in Inez.