Matt Kahovec, CAIA, CFP®
July 10, 2023
Phil Johnston, CFP®
July 10, 2023
 

SARA COX

SENIOR CLIENT ADVISOR, TMG FAMILY OFFICE

As Senior Client Advisor, TMG Family Office, Sara is responsible for facilitating client service for the firm’s Family Office clients. This includes gathering client information and documentation, managing investment account administration, and collaborating with internal and external partners. Prior to joining TMG, Sara gained experience as an Administrative Assistant for various companies in the retail, hospitality, and financial industries. She earned her Bachelor of Science in Mathematics degree from the University of Utah.

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