Sara Morales

Business Services Administrator


I have a passion for client service and have been thrilled to bring this skillset to the WealthCo team. You’ll recognize me as the first point of contact when you visit the WealthCo office. I take great pride in helping out where needed and in my ongoing personal and professional growth.

Questions & Answers

What drew you to your career path?

While my educational background is in Criminal Justice, I am thoroughly enjoying my current role as Business Services Administrator and I enjoy contributing to the company as a whole.

What are some of the key strengths you bring to the WealthCo team?

I have a friendly and positive personality that shines through with customers and clients when they walk in to WealthCo. I am a true team player and have a deep willingness to help the team succeed overall in areas where they require assistance.

How do you like to spend your free time?

I like to spend my free time with my husband, family, and friends. I also like trying out new brunch places and enjoy photography.