Sara is a certified animal lover, a big traveler, and one of the most bubbly and jovial people around our office! She was born in Quito, Ecuador, staying there for a short time before moving to the U.S. and living in a variety of places around the country.
She graduated from Indiana University (Go Hoosiers!) and worked in several different administrative positions before embracing her love of talking to clients directly. Growing up, she wanted to be a lawyer, and now, she plays an invaluable role in helping clients sift through legal documents, language, and all the confusing components of planning an estate.
Sara works as a Client Relationship Manager, meeting with potential clients to figure out estate goals and acting as a guide through the whole process. She loves meeting new clients and hearing their stories, offering a relaxed and friendly estate planning experience!
Sara loves spending time with her husband, Matt, and their two children in her free time. She loves a good audiobook or watching a few episodes of Friends with the company of her three dogs.