Sadie I. Schweers

ddale@sendero.com

Sendero was built with a core promise to serve. Sadie exemplifies altruism in her daily work and is determined to create positive change for her clients and the community. Her vast knowledge and experience working with non-profits, as a board member and a volunteer, has truly solidified her as a philanthropic leader. Her ingenuity and methodical approach in solving for the complex will continue to benefit her clients and the community alike.

Work Background

  • (2019-Present) Portfolio Manager, Sendero Wealth Management
  • (2016-2017) Edward Jones

Education and Volunteer

  • Texas A&M Law Wealth Management
  • Series 7 licensed
  • Board Member, Junior League of San Antonio
  • Board Member, Green Space Alliances of South Texas
  • Member, Founder’s Council
  • Texas Farm Credit Young Leaders Program

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