Biography:
With a passion for helping others, Sara dedicates her time to making a positive impact in the lives of clients. As a Financial Paraplanner, she brings a wealth of knowledge and a genuine desire to educate and empower clients to achieve their financial goals.
Involved in client meetings with our advisors, she ensures that each interaction is meaningful and productive. Striving to make a great first impression, she is committed to being a trusted source for both new and existing clients, always ready to answer questions and provide guidance.
Building relationships based on trust is at the core of Sara’s approach. By fostering open communication and understanding, she creates a supportive environment where clients feel valued and confident in their financial decisions.
Professional Designations:
- FPQP® - Financial Paraplanner Qualified Professional
- Michigan Life, Accident & Health Insurance Producer
Volunteer:
- Paw Paw Youth Baseball & Softball Board Member
- Community Healing Roofsit
Focused Areas:
- Client Service
- Complex Account Service
- Documentation Specialist
- Financial Planning
- Life & LTC Insurance Planning
