Our Team

Known for her unique ability to bring poise and thoughtfulness to a variety of situations, Sara has distinguished herself as an indispensable support person. Whether our clients need assistance with their accounts or the team requires her input, she accepts these requests with enthusiasm.

Sara grew up locally in near Humphrey, Nebraska. She went on to graduate from the University of Nebraska at Kearney with a BS in Business Administration with an emphasis in Marketing. Sara began her career in the financial industry in 1991 in Grand Island, eventually moving to Norfolk. She holds a Nebraska state insurance license, the designation of Notary Public, along with the FINRA Series 6 and 63 securities registrations (held through Commonwealth Financial Network). Sara continually strives to reach her goal of delivering the highest level of service to her advisors and clients.

Sara has lived in Norfolk since 1997 and has two grown children. Samantha and Nicholas are both employed, married, and starting their own families. The title of Grandma is one Sara holds with pride. When she isn’t working, Sara likes to travel, (one favorite destination is Deadwood, SD) attend concerts, and check items off of her “Bucket List”.