As Client Relationship Specialist, Sara assists clients with any questions or concerns they may have regarding their financial accounts. She works with our custodians to process client requests, such as deposits, distributions and account maintenance.
Sara received her Bachelor’s Degree in Business Administration with a major in Finance from Kent State University. She also received her Associate’s degree in Business Management and Accounting.
Sara joined JFS in 2017 and brings 20 years of experience in the financial services industry. She started her career with Raymond James Financial Services, then began working for an Independent Broker/Dealer in their Compliance department before transitioning into her role as an Independent Compliance Auditor. In 2015, Sara changed roles to work with a Financial Advisor in Poland, Ohio where she was responsible for handling the day-to-day tasks relating to client services.
Sara resides in the Youngstown–Warren metropolitan area with her husband, their daughter, and two sons. When Sara is not working, you will find her volunteering as PTO Treasurer and helping out with various school events. She enjoys spending time with her family and friends, and loves to attend her children’s various sporting events.
