Sarah Nix, CFP®

Education

• BS from Texas A&M University College Station
• Financial Planning Certificate – Texas A&M University College Station

Professional Designations

• CERTIFIED FINANCIAL PLANNER® Professional
• Series 65 License

Sarah graduated from Texas A&M University with a degree in Agricultural Economics and a minor in Financial Planning. She started with the firm as an intern, then joined the staff full-time in 2022 as an Associate Advisor. Sarah partners with Lead Advisors in client communications, administrative tasks, and financial planning.

Sarah is a Victoria, Texas native and is a member of the Texas and Southwestern Cattle Raisers Association. Outside of the office, Sarah actively participates in her family’s cattle operation, enjoys watching Aggie football, and spending time with her husband, family, and dog.