Prior to joining the team, Sara gained over 16 years of experience at Waddell & Reed, where she held key positions such as Division Office Associate and Complex Administrative Assistant. She also worked as a server for 10 years at Aurelio’s Pizza, where she honed her exceptional customer service skills.
Sara holds a Bachelor of Arts degree in Legal Studies from Dominican University and is a certified Accredited Legal Professional. Her passion for learning is evident in her pursuit of continuing education and skill enhancement, always striving to improve her professional life.
In her free time, Sara enjoys staying active through exercise, reading, and spending time with family.
At TriWealth Partners we spend our days focused on the "what if" scenarios of the lives for our clients. Here are some "what if" scenarios of our own:
What if you had the day off to do anything you wanted? What would you do?
Something outdoors with the family.
What if you had the job you wanted when you were 5 years old? What would you be doing?
A dancer.
What if you had to describe yourself in three words?
Dependable, Loyal, and Trustworthy.