Sadie I. Schweers

Sadie brings nearly a decade of experience in asset management, strategic planning, portfolio management, marketing, and client service to her role as Strategic Relationship Manager. She excels at assisting high-net-worth individuals, families, and institutions navigate the complexities of wealth. Her ability to build strong relationships and coordinate tailored financial solutions is complemented by her commitment to fiduciary standards and client-focused service.

As a Strategic Relationship manager at Sendero^®, Sadie guides clients from their initial engagement through every stage of their relationship with Sendero^®. She shines at building meaningful connections and collaborates closely with clients and Sendero^® Advisors to deliver strategic, personalized solutions that align with clients’ unique needs and goals. Dedicated to delivering an exceptional client experience, Sadie ensures consistent support as prospects become long-term partners. Her commitment to operational excellence and relationship-building contributes to the firm’s continued growth and positive culture.

Sadie holds a Bachelor of Science in Retail Management from the International Academy of Design and Technology. Active in her community, Sadie serves on multiple boards and advisory committees, demonstrating leadership and a commitment to service.