Sabrina Thacker

Office Coordinator

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Linda Sheridan

Mai Thao

As office manager, Sabrina is responsible for helping everything run smoothly. With over 15 years of experience in hospitality and customer service, she is well-versed in making our guests feel welcome. Sabrina warmly greets clients when they arrive at the office or call on the phone, and she coordinates and maintains the office calendar to help clients schedule appointments.

Q & A

What’s a guilty pleasure you’ll happily admit to?

I love cinema, so I look forward to a rainy (or snowy) day when I can watch movies all day long!

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What’s a financial value you live by in your own life?

Don’t spend more than you have! Save at least half of what you earn.

Q & A

What are the 3 words that people use to describe you?

Confident, Positive, Energetic

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How do your personal experiences influence the way you guide clients?

Having spent many years working with the public in various customer service positions, I excel at tailoring my approach to each individual and their personal needs.

Q & A

If you could instantly master one skill outside of finance, what would it be?

I wish I knew how to build things and do my own home improvements and renovations. I also wish I had automotive mechanical skills so I could take care of my own repairs when needed.

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What motivates you in your work?

I love helping people find solutions to their problems. I strive to help others the way I wish people would help me when I need it!

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What’s one piece of timeless advice you often share with clients navigating wealth?

Money saved is money earned!

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When you are not in the office, what are you most passionate about?

My number one passion in life is my son, Thor, and my family. We love to explore nature, go on adventures, see new places, and find great restaurants. I also love cooking, music, cinema, spending time with my friends, and meeting new people!

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What’s something about you that might surprise people?

I am actually pretty good at sports and never shy away from a physical challenge.

Q & A

What’s one experience that’s on your “life list” you haven’t done yet?

I would love to travel the world!