Sarah supports the portfolio design, retirement income planning, and wealth transfer capabilities of the practice and also assists professional fiduciaries in the legal community with asset management. She is proud to reflect the team’s altruistic approach: the belief that “our success is measured by the success of our clients”.
Sarah has been a financial professional since graduating from Wayne State University where she received a full academic scholarship and studied abroad in Salford, England. She holds the Series 7, 63, and 65 securities licenses, is a licensed life and health insurance agent, Certified Estate Planner, and CERTIFIED FINANCIAL PLANNER™ designee.
She resides in Chesterfield Township with her husband Pete and two young daughters and enjoys spending quality time with friends and family while away from the office.
Her professional memberships include Leadership Macomb and the National Institute of Certified Estate Planners.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.