Better Pockets Financial

Sarah Lassberg is a financial advisor at Better Pockets Financial with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, Lassberg is the founder and executive director of Elf Army of Light, a nonprofit that provides support to individuals who have experienced pregnancy loss and infant death, and she serves on the board of Women Organizing Women Democrats, a political engagement organization. Better Pockets Financial serves individual clients and small employer plan sponsors with financial planning, investment management, and employee benefit services. The firm combines planning and investment advice using a structured approach that incorporates both passive and active strategies, supported by institutional investment platforms and personalized client engagement.

James Suttles is a financial advisor at Better Pockets Financial with three years of industry experience. He holds a Series 65 designation and has prior experience at Montoya Wealth and in academic roles at the University of Dallas, University of Texas at Dallas, and Collin College. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services through structured packages. The firm employs a combination of passive and active investment strategies via third-party platforms and emphasizes public educational seminars and workplace retirement participant support.

Joshua Newell is a financial advisor at Better Pockets Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc., OneAmerica Securities, and America United Life. Better Pockets Financial serves individual clients and small employer plan sponsors, offering financial planning, investment management, and group retirement services. The firm uses a blend of passive and active investment strategies guided by Investment Policy Statements and emphasizes ongoing client education through seminars and speaking engagements.

Clinton Edgar is a financial advisor at Better Pockets Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, OneAmerica Securities, and the Colorado Department of Education. Outside of advising, he has been involved with Amazon Vine for two years. Better Pockets Financial serves individual clients and employer retirement plans, providing financial planning, investment management, and project-based planning services. The firm uses a combination of passive and active strategies through third-party platforms and offers educational seminars and workplace retirement participant support.