Role and Expertise:
Sarah is experienced in wealth management, specializing in serving families, professionals, and business owners. She advocates for a holistic approach to personal finance, prioritizing comprehensive planning beyond just investing. Sarah is deeply committed to understanding and supporting her clients’ unique needs.
Professional Background:
Sarah embarked on her career at a prestigious Big Four accounting firm, dedicating three years to their audit practice. Transitioning to Private Wealth Management, she spent six years fostering meaningful relationships with clients and guiding them towards financial success. Sarah holds both the FINRA Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™.
Key Accomplishments:
Sarah’s success lies in her ability to provide tailored financial guidance while building lasting client relationships. Her dedication to understanding client objectives and crafting personalized solutions sets her apart in the field of wealth management.
Client Relationships:
Sarah’s approach to client relationships is rooted in trust, empathy, and a deep understanding of her clients’ financial aspirations. She fosters an environment of open communication and collaboration to ensure that clients feel supported every step of the way.
Personal Interests:
Outside of work, Sarah resides in Sheboygan, WI, where she enjoys spending quality time with her husband, son, and dog. She finds relaxation in walks and unwinds by cheering on the Green Bay Packers alongside friends and family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
