Sarah has been a customer service specialist in wealth firms since 2007. She has focused on the
complex and empathetic needs of legacy planning. A member of the LPL family for many years, her
previous firm merged with Strategic Wealth Group in 2024. Sarah's goal is to improve the lives of
everyone she meets through openness and compassion. To provide outstanding service, Sarah
leads with listening, integrity, and gratitude.
Sarah spends her time with her family and friends and exploring the Twin Cities vibrant
multicultural restaurant scene. She enjoys traveling, experiencing new cultures and volunteering.