Sarah serves as an associate in our Client Operations department, operating out of the Madison, WI office and supporting the broader Midwest team.
She previously worked in several different client-facing roles at Vanguard in Charlotte, North Carolina before moving back to Madison, WI in 2020 and taking on a Financial Specialist role at UW Credit Union.
Previous Experience
- Financial Specialist at UW Credit Union
- Client Case Representative at Vanguard
- Client Relationship Associate at Vanguard
Education & Credentials
- BA, Indiana University, English
- MS, Indiana University, Library Science
- FINRA Series 7 and 63 licenses
- Wisconsin Notary Public
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
