Education:
Purdue University
Degree
B.S. Financial Counseling & Planning
Certification
CFP®
Series 7 & 66
Industry Experience
Since 2016
Charles Schwab - Financial Consultant Academy (1 year)
Charles Schwab - Financial Consultant Partner (1 year)
Column Experience
Wealth Advisor & Investment Advisor Representative - Since 2018
Hometown
Gilbert, Arizona
Resides
Carmel, Indiana
Sarah is a CFP® and Series 7 & 66 registered investment advisor. She graduated from Purdue University with a BS in Financial Counseling and Planning and began her career with Charles Schwab as a Financial Consultant.