Sadie I. Schweers
Wealth Advisor Sadie brings nearly a decade of experience in asset management, strategic planning, portfolio management, marketing, and client services to her role as Wealth Advisor. She excels at assisting high-net-worth individuals, families, and institutions navigate the complexities of wealth. Her ability to build strong relationships and deliver tailored financial solutions is complemented by her […]
Carol Ocker
Director of Grants Management Carol is a seasoned philanthropic leader with over two decades of experience guiding complex, high-impact initiatives across the nonprofit, private, and corporate sectors. She specializes in grants management, board engagement, operations, and governance, strategic planning, modernizing and streamlining board processes, and multi-generational family engagement. In 2025, Carol joined Sendero® as the Director […]
Suzy Lopez
Operations Administrator Suzy joined Sendero® in 2024 with over four decades of industry experience. She is skilled in reconciling accounts with custodian statements, reviewing account activities for accurate financial records, addressing and resolving client issues, and generating client portfolio account reports. Promoted from a Client Service Associate to an Operations Administrator, Suzy supports the Client Relationship […]
Codey Flickinger, CPA
Director | SFE Family Office Codey brings over eight years of extensive experience spanning management consulting, public accounting, and operational planning and execution, with a strong focus on family office services. Most recently, he specialized in the financial services sector, guiding ultra-high-net-worth clients in developing and implementing family office strategies tailored to their unique needs. […]
Jake T. Carlyle
Senior Client Relationship Specialist Jake is known for building genuine relationships with clients and for making complex financial documents accessible and easy to understand. His ability to translate technical details into clear, meaningful insights helps clients feel confident and well supported throughout their experience with Sendero. Jake joined Sendero® in 2024 as a Client Relationship […]
Valerie Acevedo
Client Relationship Specialist | Team Lead Valerie brings over two decades of experience in the accounting, brokerage, and investment industries, along with a lengthy track record of leading and developing teams. Known for her impeccable attention to detail and results-oriented mindset, she combines strategic thinking with strong communication skills to deliver exceptional service to clients […]
Dorathy Rodriguez
Operations Administrator Dorathy has spent her career dedicated to providing exceptional customer service. Her strong time management and organizational skills, coupled with her attention to detail, enable Dorathy to efficiently accomplish tasks accurately and on time. Dorathy joined Sendero in 2024 with over eight years of experience in the banking industry, where she focused on […]
Alissa Ortiz
Client Relationship Specialist Alissa has spent her career dedicated to providing exceptional customer service. Armed with strong analytical, written, and verbal communication, and problem-solving skills, Alissa’s attention to detail and proactive nature have enabled her to efficiently accomplish tasks. She joined Sendero® in 2023 with over four years of experience in the financial services industry, […]
Katherine Jass Slone
Client Relationship Specialist Katherine has more than two decades of experience working directly with clients. She rose to leadership positions, where she managed, trained and coached client relationship professionals on best practices for serving customers and keeping the clients’ needs front and center in every engagement. As a Client Relationship Specialist, Katherine provides excellent client […]
Rahnae Johnson
Alternatives Coordinator As one of the firm’s first employees, Rahnae’s experience has enabled her to develop expertise in alternative investment processes. She serves as Sendero’s main point of contact for alternative investment managers and is responsible for all alternative investment, private placement funding, redemption, and maintenance processes. Rahnae’s skills and passion for client service are […]