In her role as a Financial Advisor, Sarah works closely with the firm’s Chief Investment Officer to understand the wants, needs, and long-term goals of their clients. Sarah uses that information to develop tailored saving and investing strategies to help clients reach their financial goals. She relies on her financial planning experience and deep knowledge of the comprehensive financial services available through the firm to develop and maintain strong client relationships.
Clients appreciate Sarah’s friendly, approachable nature and strong communication skills. She helps make the complex (and often intimidating) topic of personal finances easy to comprehend.
Sarah earned her Bachelor of Arts in Economics 2016 at the University at Albany. She currently holds Series 7 and Series 66 registrations, as well as New York State Insurance License.
Sarah is also a National Social Security Advisor Certificate holder. NSSA is the only accredited Social Security Certification program in the nation. Upon completing the necessary curriculum, the NSSA certificate promotes advanced Social Security training providing Sarah with the knowledge to counsel clients on the best ways to claim Social Security benefits in order to optimize lifetime Social Security income.
While Sarah enjoys the fast-paced, ever-changing environment of the financial industry, in her personal time, you may find her out on a hike, gardening, or trying out a new recipe. Her favorite free time activity, however, is simply spending time with family and friends.