During her tenure she
has worked with clients from coast to coast of every demographic. However, she concentrates
her focus on the Midwest region, mainly her hometown of Kalamazoo as well as Grand Rapids,
Michigan. Also spending time in Chicago and the surrounding suburbs in Illinois where she grew
up. With a combined focus of understanding both clients’ long and short-term goals she can
crea
te and execute a plan that includes proper financial planning, tax planning and estate
planning. Through her extensive experience, Sarah has developed a knack for making the
financial planning experience one that does not have to be an intimidating experience. She
excels in conveying understandable information to her clients, and prides herself on clarity and
client understanding while working hard to exceed client expectations. This approach ultimately
guides clients by providing the necessary tools to make informed decisions and work together
on their financial path to success. Sarah does not take her fiduciary responsibility lightly and is
committed to providing the highest level of service to clients through solid morals and ethics that
focus solely on clients wellbeing. One of Sarah’s many passions in the financial industry is advocating for and making sure
women have a voice and understand their financial situation and goals. This way no matter what
life throws at them they are prepared and have a trusted advisor to lean on for assistance. Too
many times she has seen women lose a partner and not know how to proceed in regard to their
financial wellness. This sometimes leads to women being misled or taken advantage of. When
we educate ahead of time, then there are less questions and concerns at the time of need. As mentioned above Sarah is originally from the Chicagoland area. She moved to the
Kalamazoo, MI area a few years ago furthering her financial career. Over the years she has had
the privilege of working with some of the top financial, tax and legal professionals in the country. She has successfully managed a portfolio of over 100 million in client assets. She says her
clients are an extension of her family. Many of those clients she has worked with for more than
10 years. In her free time, she loves adventures with her husband Jon and daughter Alyssa. As a family
they have been fortunate to travel to new and exciting places all over the world. Spending time
with her family is a top priority. Her goal is to maintain the family approach with her clients by
offering the best customized experience in all aspects of the financial planning process while
enjoying life and being part of her family’s most precious moments.
