About Sarah Davis

I have been with Thrivent for 23 years. I started at their regional office in December of 2002 in Alexandria, MN. In June of 2006, I moved and opened my own office in Palm Beach County.


Since then, I have been helping my members develop comprehensive dedicated planning structures that include: tax efficiency, personalized investment management, retirement income, tax and succession solutions for businesses, estate strategies and wealth transfer plans.


In my free time, I enjoy organizing and leading teams for global Habitat for Humanity, finding new gluten-free recipes and helping my husband restore old trucks.

Education & Accomplishments

  • Bachelor in Applied Science Degree in Business Management- SW Minnesota State University
  • APMA™ Accredited Portfolio Management Advisor
  • CFP®, CERTIFIED FINANCIAL PLANNER™ professional
  • CDFA™ (Certified Divorce Financial Analyst®)
  • FIC (Fraternal Insurance Counselor), a designation granted by the Fraternal Field Managers' Assocation.
  • Life & Health Insurance Licenses.
  • FINRA Series 66 Uniform Combined State Law.
  • FINRA Series 07 General Securities Representative.
  • FINRA Series 06 Investment Company/Variable Products Limited Representative.
  • NAIFA- National Quality Award. (The NAIFA Quality Award provides financial professionals the opportunity to demonstrate a commitment to excellence through performance, professional education, and industry service. More information about this recognition can be found at www.naifa.org/membership/awards/quality-award.)
  • Member-Financial Planning Association.
  • Associates in Applied Science Degree in Finance and Credit Management

Giving back is important to me

  • Breast Cancer Research Foundation
  • Pancreatic Cancer Research Foundation
  • National Supporter of Groundwork Guatemala, Guatemala City
  • Global Village International Team Leader for Habitat for Humanity
  • Member of Nativity Lutheran Church, Palm Beach Gardens, FL
  • Associate Member of Holy Spirit Lutheran Church, Juno Beach, FL
  • North Palm Beach Habitat for Humanity Volunteer
  • South Palm Beach Habitat for Humanity Volunteer
Watermark Financial Group

Watermark Financial Group

Title

Team Practice

Website
https://connect.thrivent.com/watermark-financial-group
    Tara Goins

    Tara Goins

    For the last 20 years, Tara has gained intimate knowledge of what it takes to be present for our clients. As the dedicated relationship manager, her goal is to know each client and where they are in their financial journey.


    She is actively involved in the day-to-day operations of the team and can assist in any matter that comes her way.


    Her professional licenses include FINRA Series 7 General Securities Representative License, FINRA Series 65 Uniform Investment Adviser License and The FINRA Series 63 Uniform Securities Agent License.


    Tara is a member of Metropolitan Community Church of the Palm Beaches and previously served as a board member and treasurer. She is an advocate for Everglades Angels Dog Rescue where she adopted her Pointer/Pit mix, Katy. In her free time, she enjoys spending time with her spouse of 11 years, their 6-year-old daughter Callie, and pets Eli, Katy, & Brooklyn. Tara also enjoys sports and going fishing.

    Title

    Securities Support Associate

    Location

    Jupiter, FL

    Phone
    (561) 622-9958
      Stacey Grachek

      Stacey Grachek

      Stacey comes with a diverse background including interior design and real estate development prior to her career in the financial services industry.

       

      Her primary role within the team is to support new account relationships and enhance the client service experience.

       

      She grew up in the blustery state of South Dakota and migrated to Nebraska where she obtained a Marketing degree.

       

      Her licensees include FINRA Series 6 Investment Company and Variable Contracts Products Representative License and The FINRA Series 63 Uniform Securities Agent License. She also holds her 2-15 Resident Health and Life Agent License.

       

      She has been married for 41 years, has 3 grown children, and 5 grandchildren. Her hobbies now include spending time with her grandchildren, relaxing on the beach, and reading a good book. 

      Title

      Practice Support Associate

      Location

      Jupiter, FL

      Phone
      (561) 622-9958
        Jade Billard

        Jade Billard

        Jade's role as Office Professional is managing day-to-day administrative and client service tasks. This includes preparing financial reports, maintaining client records, handling correspondence, scheduling appointments and ensuring compliance with industry regulations.


        Jade grew up in Jupiter and enjoys spending time with loved ones, mountain biking, and going to the beach.

        Title

        Office Professional

        Location

        Jupiter, FL

        Phone
        (561) 622-9958