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Sarah is responsible for maintaining client relationships and ensuring a positive experience for each client. She handles any follow-up from customer meetings and assists our advisors in all aspects of the wealth planning process. She brings a wide variety of experience including; Human Resources, Insurance, Financial Services, and Entrepreneurial endeavors.
She is a graduate of Fontbonne University and holds a Bachelor of Science degree in Psychology and a minor in Business Administration.
She lives in Ste. Genevieve, MO with her husband Jerrod and their three sons and daughter. They enjoy kayaking, golfing, and time at the lake.