Sarah has been with R.B. Smith Co for 10 years and has 20 years of financial services experience. She is a LPL Financial registered associate with a liberal arts degree from Indiana University. Sarah supports Dan in various planning capacities and has refined capabilities in researching issues and providing concise responses to our clients. She processes security transactions in addition to coordinating and managing special projects. Sarah and her husband Chris live in Valparaiso with their two children CJ and Michael.