Sarah joined our team as a Senior Registered Client Associate.  She helps our clients with a variety of administrative tasks, from processing their transactions, and placing trades to opening all accounts and staying in close contact with clients as their lives continue to unfold.  She helps schedule meetings with clients and works on special client touches.

She has worked in the financial services Industry for 40 years and holds multiple industry registrations, including Series, 7, 66, 9 and 10, as well as her Life, Health, Annuities and Long-Term Care insurance licenses.  She has held different roles over the years that have given her a broad perspective on our client’s various financial needs.

She and her husband, Chris, have 2 sons, 1 daughter and three grandchildren.  Sarah enjoys boating, camping, scrapbooking, reading, spending time with friends and family, and volunteering at her church.