Sarah works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.

Sarah has been in client service roles since she began working at 14. Over the years she has loved getting to know all about her client's unique backgrounds and who they are as people. Sarah always try to make each interaction as personal as possible, which she feels that her clients really appreciate. She loves her position in client services because she gets to connect with new individuals and families on a regular basis. Sarah loves providing excellent customer service that is above and beyond what clients are expecting. The happiness she hears on the other end of the line is what gets her out of bed each morning!

Seth has nearly three decades of experience in the financial industry. He has been featured in many national publications and shows, including The Wall Street Journal, Forbes, Money Magazine, Business Rockstars and Investment News.

Seth is a thought-leader in conscious financial planning, helping people to reframe their perspective of wealth beyond just the financial to lead more balanced, impactful, and fulfilling lives. He was recognized by Real Leaders magazine in 2015 as one of the Top 100 visionary leaders who strive to create a better world. In 2016, he was asked to speak on the TEDx stage to share his powerful message.

Every year Sarah and her family support the Living Well Cancer Center in Geneva, IL. They raise money for cancer patients to allow for free services at Living Well, such as cooking classes, yoga, spa treatments, to name a few. Each May they walk with a group of their family and friends.

Sarah lives Algonquin, IL with her husband Bryan, their 8 month old son Carter, and their two dogs, Briggs & Beau. This is their first "forever" home so her focus is making their home their own. Sarah's side passion is decorating and she's also trying her hand at cooking!