Sarah joined Crux Wealth Advisors in 2021 as Registered Relationship Manager. Her role is essential to meet the needs of our clients but also exceed expectations. Sarah is immersed in all aspects of client relations, such as consulting with our clients to deepen relationships, coordinate client meetings and calls with the advisory team, and any other logistics that provide clients with information, comfort, and perspective of their financial goals.
Sarah’s professionalism and natural ability to interact with others fosters a sense of trust, ease, and appreciation with our clients. She aims to provide a client-first service approach and continually enhance our relationships with clients. Her cheerful personality is infectious because she makes those around her feel welcome. Sarah enjoys the challenge of solving a puzzle and applies those same skills to break down the complexities of our client’s finances and communicate them in a clear, effective, and relatable way.
Before joining our team, Sarah gained crucial experience where she established a solid foundational understanding of the financial services industry. She began her career in 2016 with Foresters Financial as a Registered Representative before working with Robert J. Ellis Financial Advisors, LLC as a Registered Admin. Sarah earned her bachelor’s degree in Business and Anthropology from Canisius College.
I was born and raised in New York. My husband, Jason, and I love that we're close to our family and friends so we can to spend as much time with them as possible. Our family of two also includes our dog, Stella, who we adopted from Puerto Rico. She keeps us active, and we spoil her for keeping us constantly entertained. In my spare time, I’m an avid reader and enjoy getting lost in a great book!