Sarah has been with the Resonate team since 2004. She is instrumental in preparing financial planning projections and updates for clients, assists clients with their accounts, and helps Resonate team members with various internal projects. Sarah is a valuable asset to the team, excelling in organization skills, follow-through, and creative presentation design. She is also proficient in the use of various software programs and databases. Since being at Resonate, Sarah has acquired her Series 6 license and Registered Paraplanner designation.
While not at work, Sarah and her husband Rob enjoy working on home improvement projects together and spending time with family and friends.