The Professional Me
Sarah began her career in 1999 in the insurance industry, where she spent nearly 10 years working with clients in the areas of Long-Term Care and Group Life & Disability coverage. She brings vast account management, financial services industry knowledge, and client service experience to her role as Operations Manager, focusing on upholding our high service standards across all aspects of wealth management.
Sarah completed her undergraduate degree in business at the University of Toledo in 1999, and received her MBA from Cleveland State University in 2006. She resides in Medina, Ohio with her husband, Jason and their son Jonah.
Professional Designations & Credentials
- FINRA Series 7 securities registration held through LPL Financial
- Ohio Life & Health and Annuity Insurance license
The Personal Me
While Sarah loves to travel and ski, she’s equally happy spending time at home with family and friends, watching her son play sports, indulging her love of photography, or simply taking a walk. She feels it’s important to make time to volunteer or to simply lend a hand to someone in need.
Little known fact: Sarah once spent Valentine’s Day at the top of the Eiffel Tower with her husband and son.