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ClientsErin Sadler

Erin Sadler

Active

Age 41 · Portland, Oregon

AdvisorClaire WhitfieldRisk toleranceGrowthLinked accounts2 linkedLast contactSeptember 11, 2026
OverviewAssetsGoals3Documents4Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

Video callSeptember 11, 2026 4:30 PM · 30 minCWClaire Whitfield

Discussed the emerging-markets weight and agreed to leave it as is.

Contacted
EmailAugust 22, 2026 11:00 AM · 10 minCWClaire Whitfield

Sent the remaining IRA allowance.

Could not reach Meridian Securities (timed out)
Not linked