SARA L. PASQUEL
Employer Plan Specialist
"I enjoy puzzles and problem solving. The financial services industry offers an opportunity to work with others, gathering pieces of information and pulling it all together to create a vision that represents the goals of others."
Sara has a long history of office administration and customer experience. She also has experience in the insurance industry. She joined our team in 2021 to help expand the services and experience of our clients with employer sponsored plans.
What do you do at Canopy 360?
Sara is responsible for executing the tasks for employer plan start ups, plan maintenance, and ongoing service to plans and participants. You'll hear from Sara when it's time to bring our team in for annual reviews of a plan and during the first quarter when it's time to execute the annual administration of your plan.
And when you're not at the office, what keeps you busy?
"I enjoy spending time with friends and family. We enjoy escapes to the mountains or the ocean, movies and concerts."
Sara enjoys living life with her husband of more than twenty years and raising their two children. She also has a love for animals.
As a teenager, Sara spent an entire summer in the country of Belize with a group of teenagers to construct a two-story block building that would serve as an orphanage to a local community church. "It was a wonderful summer experience, working hard for the community, playing with the children and working together as a team."