As a Lending Advisor, Sara draws upon the resources of J.P. Morgan to help clients simplify and enrich their lives with private banking products and services. Sara does this after first gaining a thorough understanding of her clients’ goals and priorities.
Sara has 35 years of experience in anticipating and solving clients’ banking needs, as well as those of their business or profession, with special concern and consideration. She began her career in 1978 with Union Bank of CA. In 1984, she joined Valley National Bank of Arizona, Phoenix, AZ (now J.P. Morgan). She joined the Private Bank in 2010 as a Lending Advisor.
Sara actively serves her community as the Treasurer and Director for the Institute of Mental Health Research and as an independent member of the Goodwill Industries of Central and Northern Arizona Audit Committee. She had formerly served as the Chairman of the Board of Goodwill Industries of Central Arizona and is a former Trustee of the Phoenix Art Museum.