Sarai began her finance career in 2017 as an analyst, running financial projections for a $100M startup in Goleta, California. She joined Mercer Advisors in 2020 to work more closely with individuals and families.
In her role, Sarai leads and mentors a growing team of client service professionals and managers who partner with wealth advisors nationwide to provide exceptional service and value to clients. Sarai holds a Bachelor of Science in mathematics from Westmont College.
She enjoys creating models in Excel, automating systems with her coding expertise, and generally helping make the world a more efficient place. Additionally, she is a Notary Public.
In her free time, Sarai loves to cook, bake, and share delicious food with friends and family.
Santa Barbara
222 East Carrillo Street Suite 400 Santa Barbara, California 93101