Sara is the newest addition to the team. She recently graduated with her Bachelors of Business Administration focusing on financial planning from Ohio University where she graduated with the second highest honors. Sara is involved in a campus organization called Association of Women in Finance where she developed professional skills and how to overcome adversity in the industry. Sara currently has her Ohio Life/Health/Accidental Insurance license and recently passed her SIE exam. Next, she plans to attain her series 7 license.
Before joining the team, Sara completed a financial planning internship at Northwestern Mutual. Sara held various part-time jobs in the restaurant and customer service industries while attending college as a full-time student. She enjoys meeting new people and being a resource in any way.
Sara was born and raised in Toronto, Ohio where she attended Toronto High School. Sara always enjoyed her math classes the most; therefore, she got influenced by one of her teachers to pursue a career in Finance. Also, Sara values her family and living a healthy lifestyle.