Sara’s enthusiasm for listening carefully to clients’ individual needs has motivated her throughout her career. As a previous client, she was deeply impressed by the way the collaborative nature of the firm allowed for matching specific client objectives with creative and successful financial professionals. She understands first-hand the value of the team approach and its success in serving the distinct needs of its clients. Whether at the beginning of funding for a brighter future, continuing to build wealth, or looking to maximize assets during retirement, Sara appreciates the opportunity to work with individuals at many stages. Sara feels her passion for getting to know people and their dreams enables her to form a relationship with them that truly contributes to financial achievement and success.
This relationship-focused approach is the foundation for Sara’s work as a financial advisor. She has experience at prominent St. Louis family law firms, where she supported individuals through the complicated process of divorce and subsequent asset division. While assisting clients in clarifying assets and liabilities to create a figure of total net worth, Sara built and maintained relationships of openness and trust. Sara studied psychology in school, first as an undergraduate at Drury University, where she graduated cum laude, and then at Webster University, where she received a Master of Arts in Counseling and Psychology, graduating with honors. She has also attained her Missouri Life and Health license, and Series 7 and Series 66 registrations.
Born and raised in St. Louis, Sara enjoys giving back to her community and being of service to others. She is an active member in her sorority’s, Delta Delta Delta, local alumni group and the Salvation Army Women’s Auxiliary. Since 2009 Sara has also been involved with Kids in the Middle, an organization that helps children and families cope through divorce. Sara lives in St. Louis, with her husband Adam, and their two children. When she is not at the office, Sara enjoys spending time outdoors and visiting Forest Park every chance they get. As an avid St. Louis sports fan, Sara and can frequently be found cheering on the Cardinals and the Blues.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.