Sarah has three years of experience in the financial services industry. Her passion is to create a personalized client experience through detailed customer service. Previously, she worked as a Client Service Associate for Raymond James and Morgan Stanley. She is a graduate of Aquinas College, where she studied Political Science.
Sarah works remotely from Milwaukee, Wisconsin with her two cats, Cleo and Dory. In her free time, you will find her traveling, baking, volunteering at her church, and learning to crochet.