Principal, Senior Financial Advisor
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.
Bachelor of Arts in Organizational Communication – Saginaw Valley State University, University Center, MI
Master of Business Administration – Northwood University, Midland, Michigan
CERTIFIED FINANCIAL PLANNER™
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
Member, Midland Area Community Foundation Directed Grants Committee
Sarah’s Words to Live By
Consistency is the key to success.
Sarah relishes spending time with family and friends. In her spare time she can be found biking, kayaking, hiking or trying a new fitness class.
Get Sarah’s Help
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 firstname.lastname@example.org.