Sara leverages her talents as a quick learner who is cool under pressure to help provide dedicated and focused service to clients of the practice and support to the wealth managers who advise them. She is determined, hard-working and organized, focusing her efforts on making the client experience as engaging and personable as possible in order to facilitate their satisfaction and give them confidence.
A graduate of the Ohio University College of Business, Sara is the recipient of a Bachelor of Business Administration degree with a concentration in financial planning. Prior to joining Karageorge Wealth Management, she worked for Northwestern Mutual as a financial representative intern. She has her Ohio life, accident and health insurance licenses.
Sara was influenced into joining the financial planning field by a high school math teacher, who handled taxes and gave financial advice part time. She always enjoyed math classes and found numbers interesting as well as easy to understand. Tutoring helped her to solidify her dream of being a financial planner, since the feeling of accomplishment from helping others understand complex topics was very rewarding.
On a day-to-day basis, Sara prepares meeting agendas, creates portfolio comparisons, schedules client meetings and assists clients with requests and questions when they call into the office. She also utilizes financial planning software to create plans for clients approaching retirement.
Outside the office, Sara enjoys lifting, shopping, long walks and spending time with friends and family. She has a strong relationship with her parents, stepfather and brother. She has rescued two kittens that bring her significant joy. Originally from Toronto, Ohio, she currently lives in Athens.