Sarah is the first point of contact for all existing and prospective clients at the Rockford office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. She coordinates and schedules client meetings for advisors, provides a high level of support to our team and clients, and works closely with our custodians during the account set up process.
Sarah has held positions at Benson Stone Company, Captrust Asset Management, and Klaas Financial Services.
Sarah is a lifelong resident of Rockford. She resides there with her husband Jeff, their three children, and their two dogs.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.