Sara E. Cooper
I am proud to serve as an Executive Assistant at Elevation Wealth Partners. My role as an Executive Assistant is multifaceted and essential to the smooth functioning of the firm. One of my primary responsibilities is coordinating and maintaining the firm's meeting schedule, ensuring that everything runs seamlessly. In addition to scheduling, I provide accurate and up-to-date information to advisors for their meetings, thus helping our team provide the highest level of service to our clients.
I coordinate our involvement with local events and organizations in the Santa Fe community. I believe in the importance of building strong connections with the community, and I enjoy facilitating our team's participation in various initiatives that align with our values.
What I find most rewarding about my job is observing our team's dedication to assisting our clients with care and attention. Witnessing the positive impact that we make on our clients' lives reinforces my belief in the importance of our work. I believe my most significant contribution is being a friendly voice at the other end of the phone, always eager and genuinely pleased to help. I also take pride in being accessible and responsive, ensuring that their needs are addressed promptly and with enthusiasm.
I live and work in Grapevine, TX and enjoy spending time with my family, going rock-crawling in my Jeep, and reading a lot of books.