Sara is the lead client service specialist at Blue Financial, and she’s always ready to lend a hand. As a Financial Paraplanner Qualified Professional (FPQP®), she is crucial in supporting our clients and advisors. Sara is also licensed as a public notary and health insurance advisor in North Carolina. She is happy to assist with any Medicare or notary needs upon request.
Her main goal is to ensure new clients feel welcome and have a smooth onboarding experience. She also serves as the main point of contact for any service requests, ensuring that everything runs seamlessly.
Outside work, Sara loves playing golf and spending quality time with her dogs, Jax and Lady.