CFP®, CRPS®, ABFP
Lead Advisor / Financial Advisor / Member Owner
Finances are innately personal. I chose to work at Savant because of my alignment with the company’s values, integrity, and a family of co-workers who share common goals in treating clients as they would their own family.
Sarah is a lead and financial advisor in Savant’s Madison, WI office. She has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Plans SpecialistSM (CRPS®), and Accredited Behavioral Finance ProfessionalSM (ABFPSM), Sarah is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Sarah has been involved in the financial services industry since 2015. Prior to joining Savant, she worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigations and mortgage-backed securities cases.
Sarah is a founding member of Wise Women, an initiative that inspires, informs, and empowers women to pursue their best financial futures. In 2024, she was named as one of Madison’s Forty Under 40 by In Business magazine. Sarah is a member of the Junior League of Madison and serves as president of the Madison Estate Council.
Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university.
During her free time, Sarah enjoys spending time with her husband Adam and sons Jack and Owen, being active, and baking.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2024 Greater Madison In Business 40 Under 40: This annual ranking was published in January 2024. Savant did not pay a fee to participate.