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Sarah Rogers

Sarah Rogers

Client Service Specialist


Sarah is responsible for many of the daily back-end tasks that allow your financial advisory team to focus more of their undivided attention on you, the client.

With over a decade of experience in administrative assistance for a multitude of clients and specialties, Sarah’s eclectic background lends itself perfectly to the multifaceted needs of a fiduciary financial advisory practice. With over a decade of experience in administrative assistance, Sarah has worked both on teams and as an independent contractor for myriad clients and services.

Sarah has a bachelor’s degree in English Literature with a focus on Journalism and English as a Second Language, is a Phi Theta Kappa honor student, and has received an Academic Achievement Award in Psychology.

When she’s not hard at work for her clients, Sarah enjoys CrossFit, running, and yoga (to name a few), spending time with her dogs, creative writing, and long-distance hiking.