Client Relationship Manager
Sarah is the Client Relationship Manager for Intergy Private Wealth and has over 21 years of experience in the financial services industry. Prior to joining Mark and Charlie on Dunn Perrault and Associates in 2018, Sarah worked as a Registered Senior Client Associate for Merrill Lynch for 18 years where she was responsible for client relationship management, financial planning, and portfolio management.
Sarah earned her Bachelor of Arts degree in Business Administration with a concentration in Human Resources from Grand Valley State University in Michigan. She also holds her Life and Health licenses.
In her spare time, she enjoys yoga, mountain biking, snowboarding, gardening, and spending time with her family. Sarah also creates custom sterling silver and natural gemstone jewelry with her partner Jimmie, as well as handmade artisan body care products.