Sarah Fogle

Financial Advisor


Work with Sarah:

Sarah Fogle has been with Texas Trust Investment Services since 2006.  Serving as a Consultant since 2013 and currently in the role of Financial Advisor.  She holds the Series 7 and 65 Securities licenses with LPL Financial and Life & Health and Property & Casualty Insurance licenses. 

Sarah is a Texas transplant who enjoys living in the Dallas area with her husband, three children, and two dogs.   She is an enthusiastic Band Mom and Dallas Stars hockey fan! Growing up on Army posts around the world has given her a love of travel and exploring new cuisines. 

Sarah is passionate about working with Texas Trust Credit Union members to build independent financial futures.   Her goals center on educating members and building customized financial plans to work toward their financial goals.  

Areas of Expertise include:

  • Retirement Planning
  • College Savings Planning
  • Estate Planning
  • Life Insurance 

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Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texas Trust Credit Union and Texas Trust Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Texas Trust Investment Services, and may also be employees of Texas Trust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union or Texas Trust Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Texas Trust Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information