Client Advisory

Biography

Sarah is a Partner in the Indianapolis office. She holds the Chartered Financial Consultant designation.

Sarah cares deeply about the financial well-being of others and enjoys building meaningful, personal relationships with her clients to better understand their goals and objectives. She prepares them to make the best financial decisions for their unique lifestyle needs through tailored strategies and planning.

Prior to joining Cerity Partners, Sarah was a wealth advisor and partner at SBC Wealth Management, serving on both the SBC Council and Investment Committee. Earlier in her career, she worked for Simon Property Group in Indianapolis.

Outside of the office, Sarah treasures time spent with her husband, Blaine, and their two children, Weston and Madelyn. She enjoys staying active at Orangetheory, learning the frustrating game of golf, cooking and reading. She currently participates in several groups and charitable functions which focus on empowering and supporting working women and mothers.

Education

  • Bachelors in Finance from the Kelley School of Business, Spanish Minor, Indiana University

Highlights

  • Chartered Financial Consultant (ChFC®)

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