The Wealth Office®, CPA/PFS, CFP®, CSRIC®
Sarah provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. She services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Sarah co-chairs the firm’s Mission-Aligned Investing Committee. Sarah earned a BS in Accounting from the University of Illinois at Urbana-Champaign and a BA in Fashion Marketing and Management from The Illinois Institute of Art in Chicago. Sarah also earned a Master of Accounting Science from the University of Illinois at Urbana-Champaign. She is a Certified Public Accountant (CPA), a Personal Financial Specialist (PFS), a Certified Financial Planner (CFP®), and a Chartered SRI CounselorTM (CSRIC®). Sarah also passed the CFA Level I exam. In her free time, Sarah enjoys cooking and reading.