Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Sarah is a Senior Associate in the Chicago office and a member of the Operations team. Her primary focus is on project management and performance data conversions. Her roles include client onboarding and providing firm-wide operational support to maintain the accurateness and effectiveness of all financial data used to service clients.
Prior to joining Cerity Partners, Sarah was a Client Services Associate with Blue Prairie Group, working closely with Wealth Management advisors to manage all of their clients’ needs. She also worked at ICAP Patent Brokerage as a Transactions Specialist. In her role, she guided Intellectual Property (IP) sellers through the public and private brokerage platform process.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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