Sarah Rogers
Client Service Associate
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 administration for a multitude of clients and specialties, Sarah’s eclectic background lends itself perfectly to the multifaceted needs of a fiduciary financial advisory practice.
Sarah has a bachelor’s degree in English with a focus on Journalism and Psychology. She has extensive experience as a client service specialist not only in finance, but also in administration and marketing for small businesses and as a paralegal in family law.
When she’s not hard at work for her clients, Sarah enjoys spending time with her Bernese Mountain Dog, Jada, and staying fit and active through CrossFit, running, yoga, and long-distance hiking.