Sara Schultz

Wealth Management Associate


Sara joined Avidian Wealth in March of 2022 as a Wealth Management Associate. She cultivated her customer service experience in high-end hospitality and veterinary medicine before determining her interests in business finance. Working as an administrative assistant in energy law, she garnered an appreciation for business ethics and the southeast Texas environment. She holds an undergraduate degree in business finance and plans to complete her graduate education focusing on financial analysis this summer. Sara looks forward to providing tailored and efficient analytical support across all tasks.

Sara received her Bachelor’s degree in Finance from Southern New Hampshire University as well as her Master’s in Finance from Purdue University Global. Sara is a native Houstonian and a lover of animals. She enjoys gardening, reading, and spending time with her fiancé and cat.

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Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!