Sarah’s goal is to ensure that every individual we serve feels as a valued and appreciated client of our firm. Meticulous and resourceful, she applies her strong organizational skills and dedication to providing the highest degree of personal service to this end.
Sarah holds Series 7, 63, 65, life, health and variable annuity licenses. She considers it very rewarding to be helping others navigate the daily changes and challenges involved in preparing for their financial future.
As an Accredited Asset Management SpecialistSM, Sarah has completed a comprehensive program encompassing investments, insurance, tax, retirement and estate planning. She adheres to standards of professional conduct and is committed to continuing industry education.
Before joining our team in 2008, Sarah spent five years working in banking services at National City Bank. She also has a passion for serving nonprofit organizations and has been a volunteer at Catholic Charities’ “God’s Kitchen Meal Programs” and Susan G. Komen Michigan’s “Rally for the Cure.”
Sarah grew up in Grand Rapids and lives here today with her husband, Josh, and their dogs, Dozer and Kobe. She participates in local yoga classes as well as international yoga retreats to experience different cultures and lifestyles.