Sarah Dedrick

After transitioning from a legal administrative background in 2022, Sarah now specializes in financial services implementation and support. Sarah’s role is to bridge the gap between clients and their financial advisor, ensuring that all tasks are completed efficiently and effectively. She is committed to providing a friendly, approachable experience, always aiming to put clients at ease, no matter the complexity of their needs. With a focus on clear communication and problem-solving, Sarah works diligently to facilitate the best possible outcomes for every client interaction.

Outside of work, Sarah enjoys attending concerts, indulging in music, and catching up on her favorite television shows. She’s also a proud animal lover and enjoys spending quality time with her family and friends. While she appreciates socializing, she also cherishes being a homebody, finding joy in relaxing at home with her husband and stepson. By balancing her personal and professional life, she stays motivated and enthusiastic, bringing that same energy and commitment to every client interaction.