As the Operations Analyst for Ted McNulty, Sarah is responsible for everyday office administration and assisting with client and account management. She also works in the preparation of financial plans, assisting with analysis, rebalancing, and administration of client investment portfolios. She also creates procedures to improve efficiency and enhance client experience.
Sarah enjoys working with people, building new relationships, and helping them achieve the financial goals they set for themselves. She believes being a Visionary means having the focus and energy to look ahead and steer in the direction of success and improvement.
Sarah, her husband, and their four children currently reside in Olivette, MO. She graduated in 2020 with a Bachelor of Science degree in Economics with a minor in Psychology from University of Missouri – St. Louis. Sarah enjoys reading, hiking, playing board games, and watching her children play sports with her husband.