Sarah joined our team in 2023 handling operations and project management before being promoted to Chief Compliance Officer. Her primary responsibility as CCO is overseeing and monitoring the implementation of our compliance program. This includes maintaining current policies and procedures designed to meet federal securities laws. Sarah also works with our clients providing first class service when it comes to non-investment and financial planning issues that may arise.

Originally from Upstate New York near Seneca Lake, Sarah moved to Michigan for college and has lived in St. Clair Shores since 2021 with her two pups, Marco & Polo. She earned her bachelor’s degree from Northwood University with a focus on business and creative design. Prior to joining our office Sarah worked her way up in the mortgage industry which gave her a financial foundation leading her to where she is now and offers new perspectives to our practice. In her free time, she enjoys reading, being by the water, and tending to her garden.

"Use your voice for kindness, your ears for compassion, your hands for charity, and your mind for truth."
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