Sarah Ta joined Box Financial Advisors in May 2006 as a Planning Analyst, where she takes pride in helping analyze and generate planning reports for our clients.
As part of the Box Financial team, Sarah assists with cost basis maintenance, required minimum distribution reporting, performance reporting, financial plan inputs, and much more.
Sarah graduated from William Woods University in 2006 with a degree in Business Management.
Get to Know Sarah:
- Sarah and her husband John share a love of animals and have welcomed five rescue dogs into their family over the years.
- Sarah used to own and compete with her American Saddlebred show horse, nicknamed Cruiser, which is a passion she shared with her mother. Sarah and her mother still enjoy attending horse shows and cheering on their friends in the show ring.
- Sarah and her husband, John, are avid hockey fans and were season ticket holders during the inaugural season of Minnesota’s Professional Women’s Hockey League team, The Frost.
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.