Joined Curi Capital
September 2025
Education
- Bachelor of Arts in Psychology, Southern New Hampshire University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
- Accredited Investment Fiduciary®
Affiliations
- Berrien County Parent Advocate Committee Member
Previous Experience
- Drucker Wealth, Lead Advisor
- Stifel, Client Service Associate
Bio
Sarah is the lead advisor for the St. Joseph, MI, area on the Wealth Builder team. She joined Curi Capital in 2025 after eight years in the wealth management industry, advancing from operations to paraplanner and ultimately lead advisor. Most recently, she crafted financial plans for clients nationwide and abroad, and she is excited to bring her expertise back to her local community.
Sarah is active in her county’s Parent Advocate Committee, supporting families in the school district, and each year she volunteers for Christmas in Galien, bringing joy to children as Mrs. Claus in the holiday parade.