Sara is the Administrative Coordinator and serves as a Financial Services Assistant since joining the firm in 2007. She works out of our Coldwater office and is part of the financial services team. She specializes in the following services:

  • Customer service to our Financial Services clients
  • Preparation of applications for new and existing Financial Services clients
  • Customer service for life insurance, long term care, and disability insurance clients
  • Delegation of incoming financial services work

Sara is a graduate of St. Henry High School and Wright State University. She participates in professional development seminars and continuing education courses to ensure the highest level of service and expertise for our clients. Sara resides in St. Henry, Ohio with her husband, Kevin and they have two children.

Phone: 419-678-4814
Fax: 419-678-2752

“I like the fact that every member of our firm truly cares what is in the best interest of the clients – be it a tax client or a financial services client – we specialize in a plan that is specific to their needs/situation.”