In her role as Director Of Operations, Sarah works closely with Daria to ensure that clients enjoy personalized service. From servicing accounts and maintaining client relationships to scheduling meetings and processing transactions, Sarah serves as an integral part of the team and takes pride in providing top-tier client experiences.
A graduate of Le Moyne College with a Bachelor of Science in Business Management, Sarah currently holds the following licenses: Series 6, 7, 63, 66, Life Insurance, and is also a Notary Public in the state of New York.
Taking inspiration from her own family and the hard work of her parents, Sarah has a strong desire to use her skills and education to help families attain their financial goals. She appreciates the close relationships she builds with the clients she serves and is pleased to be recognized as a valuable resource.
A life-long resident of the Capital Region, Sarah lives in Niskayuna, New York, with her fiancé and their two rescue dogs, Coco and Storm. Sarah enjoys spending time with family and friends, and participating in outdoor activities like hiking, camping and kayaking.