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