CFP®, CRPS®, ABFP
Financial Advisor / Market Manager / Member Owner
Finances are innately personal. I chose to work at Savant because of my alignment with the company’s values, integrity, and a family of co-workers who share common goals in treating clients as they would their own family.
Sarah is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. She has been involved in the financial services industry since 2015. Prior to joining Savant, Sarah worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigations and mortgage-backed securities cases.
Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. She is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Retirement Plans SpecialistSM (CRPS®), and an Accredited Behavioral Finance ProfessionalSM (ABFPSM). In 2024, Sarah was named as one of Madison’s Forty Under 40 by In Business magazine.
Sarah is a member of the Junior League of Madison and serves as president of the Madison Estate Council. During her free time, Sarah enjoys spending time with her husband Adam and sons Jack and Owen, being active, and baking.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
2024 Greater Madison In Business 40 Under 40: This annual ranking was published in January 2024. Savant did not pay a fee to participate.