Sarah’s assists with financial planning activities including:
- Comprehensive Financial Plan Preparation & Analysis
- Office Management & Operations
- Information Technology
- Portfolio Allocation Analysis & Trade Execution
- Client Review and Performance Reports
- Insurance Case Management
For more than a decade Sarah has been an integral part of the RGB team. Her strong technical skills and wide variety of areas of expertise have made her an indispensable client ally.
Sarah joined LPL Financial in 2003 and attained her bachelor’s degree in Economics from the University of Connecticut in 2001. She currently maintains her Series 7 & 63 registrations with LPL Financial and completed her CERTIFIED FINANCIAL PLANNER™ designation in 2010.
Sarah is an avid hiker & skier, she resides in Southington with her husband Craig and her two daughters Samantha and Sophia.