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

At SYM

Sarah is a Senior Financial Advisor and also the Midland Office 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!”

You can count on Sarah to provide independent, conflict-free advice because she serves clients as a fiduciary. This distinction means she works in their best interest, not hers. She takes a holistic approach to financial planning and starts with listening first.  Sarah devotes a lot of time serving corporate executives in the Midland, MI area by providing equity-based compensation strategies and personalized stock option analysis. Regardless of the stage of life you are in or the need that you have, Sarah can provide insight to your financial picture.

Credentials

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

Master of Business Administration – Northwood University, Midland, Michigan

CERTIFIED FINANCIAL PLANNER™

Community

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.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Midland work for you call 800-888-7968 or email info@sym.com.