Sara has been with the Englert Financial team since January of 2025. In her role as Manager of Client Relations, she is involved with both the wealth management and tax services we offer, in addition to leading event planning for the practice. Sara has enjoyed getting to know many of our clients, as well as welcome new ones as they become acquainted with our firm. She holds her Series 7 license through her affiliation with LPL Financial.
Sara graduated with a Bachelor of Arts degree from Saint Joseph’s University, where she was a member of the women’s rowing team. In her free time, Sara enjoys Pilates, golf, and spending time with family and friends.