Better Pockets Financial

Sarah Lassberg is a financial advisor at Better Pockets Financial with five years of industry experience. She previously worked at Nylife Securities LLC and New York Life Insurance Company. Lassberg is the founder and executive director of Elf Army of Light, a nonprofit providing support to individuals who have experienced pregnancy loss and infant death. She also serves on the board of Women Organizing Women Democrats and founded Act of Change, LLC, a consulting firm focused on change management and process improvement. Better Pockets Financial serves individual clients and employer retirement plans by 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 emphasizes public educational seminars and workplace retirement participant support.

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 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, Inc., OneAmerica Securities, and America United Life. Better Pockets Financial serves individual clients and employer retirement plans by 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 emphasizes educational seminars and workplace retirement participant support.

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.

Steven Munoz is a financial advisor at Better Pockets Financial with three years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at Nationwide and in education with the Ysleta Independent School District. He is also affiliated with Texas Tech University. 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 public educational seminars and workplace retirement participant support.