As an Investment Analyst with Peak Wealth Solutions, Sarah supports our Financial Advisors by creating client deliverables as well as preparing financial plans. Her understanding of investment strategies allows her to execute portfolio trades, account rebalancing and tax-loss harvesting for client accounts. Sarah’s investment expertise makes her a valuable member of Peak’s Investment Committee.
Sarah graduated from Kent State University with a Bachelors of Science in Mathematics. She holds FINRA Series 7 and Series 24 registrations.
Outside of work, you can find her playing and hiking the Metroparks with her dog, Hazel.