Sarah McInally
Sarah McInally brings a wealth of experience in client service and office management to her role as Wealth Management Assistant. With a background that spans positions such as Billing Analyst to Account Executive, she has developed strong problem-solving and relationship-building skills that allow her to support both advisors and clients with professionalism and care.
At Busby Sanford Brady, Sarah supports financial advisors in delivering a seamless client experience. She manages account maintenance and reporting, assists with contributions and distributions, coordinates client meetings, and serves as a trusted point of contact. By working closely with custodians, broker-dealers, and insurance companies, she ensures that client requests are handled promptly and accurately.
Sarah studied mathematics at Arizona State University and earned Associate of Arts and Associate of General Studies degrees from Mesa Community College. She enjoys the fast-paced nature of financial services, where she can put her organizational and analytical skills to work, and values being part of a team that fosters initiative, personal growth, and lasting client success.