Sara is a Manager Director for Strategic Retirement Partners’ Mid-Atlantic regional office. She works closely with clients, prospects and referral source partners. Sara provides retirement plan consulting services for new and existing clients, including investment due diligence, plan benchmarking, plan design assistance, and employee retirement readiness. She is an advocate for helping plan sponsors build successful retirement plans.
Sara graduated from Northern Illinois University with a degree in Business Administration, and got her MBA in Economics from DePaul University. She has passed the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination) and Series 66 (Uniform Combined State Law Examination) exams.*
Out of the office, you can find Sara on the tennis court, cheering on her children at their sporting events, or spending time with family and friends. She resides in Summerfield, NC with her husband and three children.
*Series 65 registration held with and investment advisory services offered through Strategic Retirement Partners, a registered investment advisor.
I love to play tennis! I enjoy being outside and socializing with friends.
Every year since I was 5, my extended family has vacationed in South Carolina over the 4th of July week. About 20-30 cousins, aunts, uncles and grandparents meet at the same beach during the same week every year.
Books, Music and my family.