Sarah is a Principal and Senior Financial Advisor. Get to know Sarah.


Sarah is a Senior Financial Advisor and also the Midland Area Leader. She says, “I love what I do. My job is one part relationships, one part problem solving. For me, that’s the best of both worlds!”


Bachelor of Arts in Organizational Communication – Saginaw Valley State University, University Center, MI

Master of Business Administration – Northwood University, Midland, Michigan



Member, Community Investment Committee, United Way of Midland County

Member, Board of Directors, Saginaw Valley State University Foundation

Member, Investment Committee, Saginaw Valley State University Foundation

Member, Northeastern Michigan Estate Planning Council

Sarah’s Words to Live By

Consistency is the key to success.

Personal Pursuits

Sarah relishes spending time with family and friends.  When she isn’t working, she is often biking, kayaking or hiking.  She has a secret love for art and design and makes sure to visit the Detroit Institute of Art at least once a year.