
Sarah Kapinos is our Project Manager and mastermind behind the scenes. She is responsible for managing all aspects of client interaction from account opening to general inquiries. She takes pride in a seamless experience from start to finish, providing the best customer service and knowledge to our clients. Her addition to our team allows our advisors to concentrate on servicing the direct financial needs of our industry. In her free time, you can find her gardening, traveling, experimenting with recipes from across the globe or hanging out at the beach. Sarah is a Dallas native but currently resides in Puerto Rico with her spouse, 2 cats, and their dog Roscoe.