Sarah Stackpole, MBA

Sarah Stackpole was born and raised in the Houston, Texas area. She graduated from the University of Houston with a Major in Hotel & Restaurant Management and continued on to graduate with her Master's of Business Administration from Houston Baptist University in 2017. After graduation, her focus was working as a Revenue Director for hotel portfolios located across the country guiding them on financial strategies. These past experiences of client management and strategizing allowed for a seamless transition into financial planning. She chose to join the team at Capital Strategies and started her career in financial services in April of 2020.

Sarah has received the Rising Leaders recognition with MassMutual each year since beginning her advising career. She, along with a few other colleagues, were featured in the Austin American Statesman representing Capital Strategies as one of the top 10 workplaces throughout the Austin metro area for small employers in November of 2021.

Knowledge is the key to a successful financial future. Sarah's background, experience and commitment to providing clients with the resources they need to make financial decisions can help make their financial future as successful as they want it to be. Sarah prides herself in getting to know each client so that she can understand their individual needs and what matters most to them. This helps her recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Sarah has been with Asset Strategies group since April of 2021 and is excited to see what the future holds.

Sarah enjoys spending time with family and friends, traveling, and giving back to the community. She also enjoys staying active in the gym and on the beautiful hiking trails throughout Austin. Paddleboarding is a regular activity for her when the weather is nice.

Sarah has her FINRA series 7 & 66 licenses.

Sarah is licensed to sell Insurance Products in the following states:  AL, AR, CA, DE, FL, ID, IL, LA, ME, NM, NY, OK, TX, WA.  

Sarah is licensed to sell Security Products in the following states:  CA, FL, ID, IL, LA, NY, TX. 

Sarah Stackpole is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC. www.SIPC.org Supervisory Office: 317 Grace Lane, Suite 250, Austin, TX 78746, (512) 346-6020. Asset Strategies Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.