Sarah is a Financial Advisor with The State Wealth Advisors at The State Bank. Although she has only been with the company for four years, she has over 16 years of experience in the industry. She has built her practice through comprehensive financial planning and enjoys helping her clients achieve their goals.
Sarah graduated from Central Michigan University in December of 1999 with a Bachelor of Science in Business Administration, major in Finance. She received her Chartered Financial Consultant designation from The American College in 2014 and her Certified Financial Planning designation in 2016. She is a registered investment advisor and, currently holds a Series 7, 24, 63, and 65 license through FINRA. In addition to her securities licenses, she has her life, accident and health insurance license, property and casualty license, and is a licensed mortgage loan originator.
Sarah grew up in South Lyon, but she now calls Hamburg Township home. Outside of work, Sarah enjoys spending time with her husband, Nathan, her step-son Carson, and their two four-legged children Polly and Candy.