Sarah came to Box Financial Advisors in May of 2006. Sarah is a graduate of William Woods University, where she received a B.S. in Business Management in 2006.
Sarah and her husband John share a love of animals, often spending time with their rescue dogs and attending horse shows with Sarah's mom. Sarah also enjoys spending time with her family and friends, traveling, and cheering on her favorite sports teams, with hockey and baseball being her favorite sports to watch.
Sarah is responsible for analyzing and generating most of the planning reports used for our clients. Sarah’s responsibilities include:
- Cost Basis Maintenance
- Required Minimum Distribution Reporting
- Performance Reporting
- Financial plan inputs
Registered Administrative Assistant of Cetera Wealth Services LLC, member FINRA/SIPC.