Sarah Emhardt
AVP, Client Service Manager
Based in Wealthspire’s Reston office, Sarah manages a team of client service professionals while continuing to work directly with clients and advisors. With five years of experience in client service and operations, she oversees complex and time-sensitive needs with a focus on accuracy, responsiveness, and efficient execution. She also plays an important role in developing her team and helping ensure clients receive a consistent, high level of service. Sarah began her career in client operations and has held financial services roles with UW Credit Union and Vanguard. Her experience gives her a strong understanding of the operational details behind the client experience, from account openings and money movement to requests that require coordination across multiple parties. She works closely with advisors on complex relationships and serves as a resource to her team when situations require additional problem-solving or urgency. Sarah earned a Master of Science in Library and Information Sciences and a Bachelor of Arts in English from Indiana University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
