As managing director of finance for the Schultz Family Foundation, Sara is responsible for the organization’s financial reporting and investments.
Prior to joining the Foundation, Sara was a partner and wealth advisor with Corient (formerly McCutchen Group LLC), a Seattle-based wealth management firm that provides investment and financial advisory services to select families across the country. She advised on all aspects of a client’s financial goals and strategies, including portfolio construction and investment management, tax and charitable planning, trust and estate planning, and risk management.
Sara holds a BBA in accounting from Gonzaga University and is a CFA® Charterholder.
Outside of work, Sara enjoys live music, hiking with her family and dogs, and traveling.