Sara Matlock is Senior Vice President of SWBC Retirement Plan Services and also serves as a voting member of SWBC’s Investment Committee. She has more than 27 years of experience in the financial services industry. Prior to joining SWBC, Sara was Vice President of Investor Relations for Jones Villalta Asset Management, where she provided retirement planning and investment management services to high-net-worth individuals, families, and companies. Before that, Sara spent eight years at National Financial Partners (NFP) as Vice President of Members’ Services, Marketing & Communications. She worked with firms specializing in high-net-worth clients, benefits, retirement planning, and investment management. Sara received her Bachelor of Arts in Economics, with a concentration in Engineering and Mathematics, from the University of Texas at Austin. She earned the designation Chartered Life Underwriter (CLU) from The American College and her Series 7 and 65 licenses.