Sara is the Operations Manager for Raintree Wealth Partners. She brings more than two decades of financial experience to the firm.
Responsible for working with both new and existing clients, Sara assists with day-to-day account administration, insights, and assistance. She further serves to identify process enhancements and efficiencies to better serve our clients.
Prior to joining Raintree Wealth Partners, Sara served as head of Client Administration & Operations for Buttonwood Capital Management. She held a similar position at Iowa’s Quad City Bank, focusing on organizational & strategic initiatives, as well as managing client relationships. Sara earned her bachelor’s from St. Ambrose University.
Outside the office, Sara enjoys spending time with her husband, five children, and four grandchildren. An accomplished triathlete, she recently represented Team USA at the multi-sport World Championships in Denmark.