Sara Thomson

Sara Thomson

Client Services & Portfolio Administrator

Sara is passionate about retirement planning and personal wealth. Since graduating Liberty University in 2018 with her bachelor’s degree in Business Administration: Digital Marketing and Advertising, she has worked at a full service global insurance broker as well as a top US brokerage firm. In 2019, Sara completed the Securities Industry Essentials exam through FINRA and is currently working towards her QKA (Qualified 401(k) Administrator). Sara brings 4+ years of administration and customer service skills to SIMA.


A native of New York, Sara has called Virginia home for over 8 years. In her free time, Sara enjoys going to the beach, hosting Sunday dinners with extended family, and traveling with her husband, Brandon and their son, Jackson. She also loves baking bread, crocheting/knitting, and interior design.