Sarah Harris’ passion is to advise business owners and individuals who believe in taking control of their financial future. People who understand there is a dynamic relationship between investments, taxes and risk. Sarah believes in a team-based approach to develop a client’s customized plan that provides a diverse, unique, and holistic solution.
Unlike common advisory practices, her team utilizes tools outside of traditional portfolio strategies and designs. This unbiased independent team approach allows her to concentrate on producing outcomes that align with her clients.
Sarah was born and raised in the Woodlands, TX. After high school, she attend college at The University of Texas at Dallas, earning a Bachelors of Arts in Economics. She joined Prime Capital Investment Advisors & Qualified Plan Advisors as an intern during her spring semester of her senior year. She went on to further her education with the completion of FINRA Series 7 and 66, as well as her Life and Health License.
Currently, Sarah lives in Dallas, TX with her husband Jason and her two dogs. When she has time off, she enjoys pilates, spin classes, gardening, cooking, traveling, and spending time with her husband.