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Sarah Anne Mizell, CFP®
President, Financial Advisor, Wealth Coordinator
713-673-9055
The journey toward Sarah Mizell’s dream job as Financial Advisor and business owner has included time working as a sports journalist for the Associated Press, time on a commodities trade floor, a lead role in systems implementation at a large oil & gas company, earning a CFP® designation, and serving hundreds of families and individuals through a team of financial consultants at Houston’s First Baptist Church (HFBC). Sarah and her husband, Cory, see their role as filters in our clients’ lives who cut through the excess information and to help find meaning and peace of mind in their finances and lifestyle decision. Sarah is a captain on “Team Mizell,” a marathon runner, an active member of boards/ community organizations, and a co-teacher for her kids through Trinity Classical School. Team Mizell includes four beautiful kids, who keep life interesting and fun.
Experience:
- Cove Wealth Management, President, Senior Financial Advisor, September 2024 - Present
- Cove Wealth Management, Vice President, Senior Financial Advisor, September 2021 - September 2024
- Valued Retirements, Inc., Chair of the Board, Wealth Coordinator, Financial Advisor: September 2021-Present
- Valued Retirements, Inc., Financial Advisor & Director of Marketing: October 2014-September 2021
- Julianna Poor Memorial Counseling Center Financial Counselor/ Volunteer: 2010-Present
- SBS Financial, LLC: October 2012-July 2014
- ConocoPhillips Commercial analyst, scheduler, and specialist: June 2009-July 2014
Education:
- Certified Financial Planner™ – 2015
- Licensed Texas Real Estate Salesperson with Century 21 Olympian – 2014
- New Mexico State University: BS Finance – 2009
- New Mexico State University: BA Journalism & Mass Communications – 2009
Providing Financial Peace of Mind
The firm was founded in 1999 with a focus on financial planning and independent, fee-only investment management. In 2021, Cory and Sarah Mizell purchased the Houston-based firm in an internal succession. In 2022, Jenny Migdal joined the Cove Wealth Management team and established our Albuquerque, NM office. Our team serves clients nationwide.
Our investment philosophy is designed around diversification, tax-efficiency, and strategic allocation in liquid markets. We plan comprehensively for clients and build portfolios to complement and support their lifestyle goals. As we serve clients, we collaborate with our network of top-tier professionals around the country to secure tax, legal, insurance, bookkeeping and other services our clients need beyond our scope. Learn more about our team members and partners below.