About Sara Meyer
I have been with Thrivent since 2013, and earned a Bachelor’s Degree in Finance from the University of Central Florida. Prior to coming to Thrivent, I spent five years in business management, and three years in corporate finance. At Thrivent, I am responsible for leading a team with advanced qualifications and knowledge to deliver the best service, customized to goals and objectives of individuals, families, and organizations. I am a CERTIFIED FINANCIAL PLANNER™ professional, and hold the Chartered Advisor in Philanthropy® designation. Our practice focuses on retirement planning, wealth transfer, planned giving strategies, and nonprofit partnerships. My hobbies include traveling with my three children and extended family, serving women and children in the community, running and yoga. So far, I have participated in three international trips with Habitat for Humanity, as well as local affiliate volunteering, and completed the Leadership Academy with Seminole County Public Schools. Since 2016, I have served as a board member for Embrace Families, which is a tri-county nonprofit that supports youth who have experienced abandonment, abuse, and neglect. I also support Commission 127, and Back to Nature Wildlife Refuge.
Meet My Team
Winter Park Office
Emily is excited to join Compass Wealth Advisors as an office professional, to support excellent customer service and hospitality to our clients. She has an extensive background in restaurant management and operations. She also has valuable experience in the insurance industry supporting executive teams. She is originally from the Atlanta area, and has attended Columbus State and Lee University.
In her spare time, Emily enjoys relaxing at home, curating her record collection, and hiking and taking the scenic routes around Asheville.
Bridgett is very excited to be working with Compass Wealth Advisors. She loves to learn and help our clients get the answers they need. Bridgett has a background in customer service and hospitality, and is currently studying at Valencia College working toward a Bachelor’s degree in psychology. Her hobbies include painting and swimming. She also enjoys playing with her two dogs, Buttercup and Reese, and having weekly movie marathon nights with her friends and family.
Compass Wealth Advisors
I have a bachelor’s degree from the University of Arkansas at Little Rock. I'm a very proud mother and grandmother. Love traveling, learning, reading, and meeting new people. I currently have my Life & Health License and plan on utilizing my 27 years’ experience in customer service to serve our clients well.
Insurance Office Professional