“I love the ‘serve first’ mentality at Truepoint. Helping others is a passion for me, and my role provides that passion, and happiness, each day. It’s a great feeling to be a part of a team that genuinely cares as much about their employee as their clients.”
As a member of the client service team, Sarah focuses on delivering concierge administrative services to fulfill our clients’ needs. Sarah’s main role of processing daily operational needs includes establishing new accounts, executing transaction needs, and managing custodial relationships. She brings many years of client service experience in the financial industry to the team. Sarah enjoys learning new things and is excited to be collaborating with a team of good people.
Outside of work, Sarah enjoys spending time with her husband, two children, and puppy, Harry. Sarah is also a fan of any DIY project, including stained glass, house remodeling, painting, and sewing. On the weekends, you may catch her at a wedding or two as she is also a wedding photographer when time allows.
Specialties: account management, cashiering, estate processing, gift transfers and designations, Roth conversions