Registered Senior Client Associate
Sara's primary role is the administrative liaison for our institutional clients. She assists clients in all administrative matters to help them simplify their financial lives. While overseeing the entire onboarding experience, she strives to get to know you and your specific organization's needs. She then incorporates those needs to deliver proactive service throughout your relationship with our team.
Sara graduated from Albion College with majors in Communications and Sociology. She has been providing exceptional client service in the financial services industry since 1994. Sara lives in Freeland with her husband Terry and three children.