Sarah joined Strategic Retirement Partners as an Education Specialist in 2016. Sarah collaborates with plan sponsors to create & implement impactful employee education, customized for both on-site and web-based delivery. Sarah is committed to developing and presenting timely and understandable information that is meaningful to clients and their employees.
Sarah is an investment adviser representative, and has passed the FINRA Series 6 (Investment Company and Variable Products Representation Qualification Examination), Series 63 (Uniform Securities Agent State Law Examination) and Series 65 (Uniform Investment Adviser Law Examination) exams, but does not offer securities or investment advisory services.
Prior to joining SRP, Sarah was a District Manager and Sales Trainer for Automatic Data Processing (ADP). Within every role in her career, Sarah has had a track record of success building partnerships and exceeding goals.
Sarah graduated from Butler University and currently resides in Woodridge, IL with her husband and three children.
My first job was “customer service associate” (i.e. grocery bagger!) at a family-owned grocery store in my hometown of Okemos, MI. While I loved the work and the friends I made there, it was mortifying as a 15 year old girl to ride my bike to work wearing my uniform which consisted of a white dress shirt and men’s tie that I had to borrow from my dad!
I love connecting with participants and helping them see retirement planning as something they can understand and take ownership of. I aim to make the process less intimidating and more accessible by relating to participants’ real-world financial concerns and goals. I am passionate about communicating that retirement is a “need” v. a “want” and helping people take the steps necessary toward a successful outcome.
My favorite family tradition is hand-making ravioli in preparation for Christmas Eve dinner. Each year a group of us gathers the Saturday after Thanksgiving to roll the dough, making the filling and hand-cut each ravioli. We make enough to serve dinner to 50+ family members! There’s a lot of hard work and love that is poured into preparing this special meal.