About Sara
Sara has a passion for serving clients to help them achieve their financial goals. After starting her career in the broker-dealer industry, she realized she wanted a deeper relationship with clients to help create holistic financial plans that align with their values and needs for the future.
Sara takes pride in working together with clients through all transitional periods of their lives to create a sense of financial security and peace of mind. She believes empowering clients to make more thoughtful decisions about their futures can completely change the way they live in the present.
Outside of work, Sara’s hobbies include fitness, cooking, and cheering on the Pittsburgh Steelers. She and her son live in the Chicago area and enjoy playing with their beloved dog, Egbert.
Education and Professional Milestones
- Miami University - Bachelor of Science in Business
- Joined Focus Partners Wealth in 2018 after five years with Morgan Stanley as an integral part of advisory teams
Sara has a passion for serving clients to help them achieve their financial goals. After starting her career in the broker-dealer industry, she realized she wanted a deeper relationship with clients to help create holistic financial plans that align with their values and needs for the future.
Sara takes pride in working together with clients through all transitional periods of their lives to create a sense of financial security and peace of mind. She believes empowering clients to make more thoughtful decisions about their futures can completely change the way they live in the present.
Outside of work, Sara’s hobbies include fitness, cooking, and cheering on the Pittsburgh Steelers. She and her son live in the Chicago area and enjoy playing with their beloved dog, Egbert.
Education and Professional Milestones
- Miami University - Bachelor of Science in Business
- Joined Focus Partners Wealth in 2018 after five years with Morgan Stanley as an integral part of advisory teams