Sara Najera

For more than eight years, Sara has been an integral part of HG Thomas Wealth Management and a trusted resource for our clients. As Director of Client Relations, she is often the first point of contact and the person clients know they can rely on. Her commitment to exceptional service, attention to detail, and genuine care for every client relationship have made her an invaluable member of our team.

With more than 20 years of experience in client service and administration, Sara oversees the day-to-day servicing of client accounts, coordinates account maintenance, assists with the financial planning process, and helps facilitate the  handling of client service requests. Whether assisting with account paperwork, distributions, contributions, beneficiary updates, or answering questions, she works diligently to make every client experience as smooth and stress-free as possible.

Sara is known for going above and beyond to help clients. She takes pride in building lasting relationships through responsiveness, professionalism, and a sincere commitment to providing outstanding personal service. Her dedication reflects the values of HG Thomas Wealth Management and the level of care our clients have come to expect.