Senior Consultant, The Wealth Office®, CPA/PFS, CFP®
Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Sarah chairs the firm’s Mission-Aligned Investing Team. Prior to joining the firm in 2017, Sarah was an Associate Financial Advisor and Financial Planning Analyst at Trinity Financial Advisors. Sarah earned a BS in Accounting from the University of Illinois at Urbana-Champaign and a BA in Fashion Marketing and Management from The Illinois Institute of Art in Chicago. Sarah also earned a Masters of Accounting Science from the University of Illinois at Urbana-Champaign. She is a Certified Public Accountant (CPA)/Personal Financial Specialist (PFS) and is a Certified Financial Planner (CFP®). Sarah also passed the CFA Level I exam. In her free time, Sarah enjoys cooking and fashion and supports a local retailer, Embellish Boutique, with marketing and accounting.