Sarah has been with R.B. Smith since 2006 and has 23 years of financial services experience. She is a registered sales associate and a proud graduate of Indiana University.
Sarah supports Dan & Sam 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 managing Required Minimum Distributions.
Sarah and her husband Chris live in Valparaiso and have two children, CJ and Michael. Outside of work, Sarah enjoys spending time with family and friends, cheering for the Chicago Cubs, and cultivating her green thumb.