OPERATIONS DIRECTOR | SENIOR PARAPLANNER
“Clients are very thankful that team members are available when the advisors may not be, someone who is as familiar with their situation and can get them an answer promptly.”
Sara holds a Bachelors Degree in Business Administration with a concentration in Finance from Saint Mary’s College. After graduation in 2001, Sara joined a local Fee-Only advisory firm. She received her Registered Paraplanner™ Certification from the College for Financial Planning in Denver. Sara worked as an Asset Management Specialist and Paraplanner for six years before joining Dickmeyer Boyce Financial Management, Inc. in 2007. Sara is the Operations Director and Senior Paraplanner for DBFM. Her areas of focus include managing and increasing office efficiency through improvements to current procedures, compliance & planning and prioritizing business functions. Sara also serves as a Senior Level Paraplanner assisting in the preparation and administration of high level financial plans.
Sara is married to Jeff and together they have three children; Charlie, Sophie and Sam. She is a member at St. John the Baptist Catholic Church Fort Wayne. She also stays busy with her children’s various activities. In her free time she likes to read, exercise and spend time at the lake. You can find Sara most days at the pool, football field, volleyball court or baseball field cheering for her kids.