Family Operations Intern

As a Family Operations Intern at Mosaic, Savanna helps maintain client families’ financial data, track money movements, prepare documentation, and coordinate with outside professionals. The role has given her a close look at everything that goes into a sophisticated financial plan.

A career in financial advice has been her goal since middle school. She is working toward it at the University of Houston, where she studies Finance in the Personal Financial Planning track with a minor in mathematics, and hopes to become a CFP® professional who helps clients navigate complex financial decisions with fiduciary advice.

Outside the office, Savanna enjoys talking to friends for hours, has a deep love of ice cream, and is weirdly good at speed walking.