Sarah is a Client Operations Assistant with DB Tax & Wealth. Prior to joining DB Tax and Wealth, she was the acting Operations Manager for an independent investment firm where she honed in on her strategic organizational skills to visualize, assess & develop best practices within the organization.
Aside from working with investments she has held a variety of managerial roles. She first began her career as a Life & Health Insurance Agent team lead for the WDAIP (one of the “for-profit” arms of the Wisconsin Dental Association.) There she developed her passion for providing service excellence, delivering comprehensive solutions, and capitalizing on educational opportunities.
Sarah has passed the SIE (Securities Industries Essentials) and is undergoing her Series 7 certification. She graduated from Milwaukee Area Technical College in 2008 with an Associate’s of Science Degree, first obtained her Wisconsin Life & Health Insurance License in 2004 and is an active notary.
When she’s not out on the lake waiting for the next big catch, you can find her watching the latest thriller movie, going to car shows with her husband or playing cards with family and friends.