Sarah is the first point of contact for all existing and prospective clients. Her warm and fun personality makes you feel welcome right away. She coordinates and schedules client meetings for advisors and provides a high level of support to our team and clients. Sarah works closely with the custodians (Schwab & Fidelity) to make sure all accounts are setup correctly. She also handles most of the cashiering needs of the Rockford clients making sure our clients get their money when they need it.
Sarah is a lifelong resident of Rockford where she lives with her husband Jeff, three children, Emily, Leah, & Graham and their two dogs.
Branch: 6876 Spring Creek Road, Rockford, IL 61114, (877) 875-1050