As Financial Plan Coordinator, Sarah provides comprehensive technical support for the financial planning process. She leverages an advisor’s time by inputting accurate client into our planning software and researching solutions for client financial plans and Annual Reviews. Sarah also assists in building client data into eMoney software and internal reports. In addition, she is responsible for working in tandem with the Planner Assistant for the Annual Review process.
Sarah graduated with a business degree from the University of Maine and has multiple years of customer and client care under her belt. She has experience in assisting advisors with investment management, preparing client taxes as well as preparing client agendas, financial reports, and retirement plans. Sarah’s primary goal is to pass her CFP® Exam.
Sarah is a Maine native, and currently lives in Ohio. When she isn’t working, she enjoys spending time outdoors. A lover of nature is a big part of who Sarah is as a person. She enjoys filling up her free time with travel, trying new foods and experiences, and spending time with her pets – dog, Maggie and cat, Kiki.