Sara brings over 40 years of industry experience to her role as Vice President, National Director of Training and Onboarding. In this role, Sara provides personalized one-on-one training with all new and existing advisors on all technology platforms. In addition to training, she has helped many Financial Institutions with the complex process of transitioning from one broker-dealer to another. She prides herself and her team in providing the best onboarding, transition, and training experience through her hands-on approach.
Sara holds her Series 7,6,63, 65 and Life/Health registrations with Securities America. She has a vast amount of knowledge in the Banking and Investment industry. She has worked with small community banks as well as larger financial institutions such as Chase Bank and BMO Harris. Since 2006 she has been working with Priority Financial Group helping its tremendous growth over the past two decades.
When not working, Sara enjoys her family time with her husband of 38 years. Sara and Mike have been blessed with two adult sons, two grandsons and daughter-in-law. They are fortunate that their family is close by and they get to spend many free hours watching their grandsons grow up. Sara’s passion is traveling and experiencing the underwater world through Scuba Diving.