Client Service Manager

Sara wears many hats at Triune, but no matter the role she’s playing, her focus is providing important background information to the advisors so they have the tools to provide clients with advice they can rely on.   

Currently focused on the retirement plans side of Triune, Sara loves Triune’s teamwork mentality. ”Knowing that people around you are willing and able to step in and help creates an atmosphere of cooperation,” she says.

Sara lives by her dad’s advice, “It’s not what you make, it’s what you spend.” And tries to jokingly remind people frustrated by the current financial industry’s complexity: “It could be worse. We could still be trading with goats.”

When she’s not working, Sara loves traveling, being outdoors and, she freely admits, shoes.