Client Relationship Manager
Sara has been a Client Relationship Assistant with Mosaic Wealth Consulting since 2021. She is a graduate of Vincennes University where she worked to obtain her degree in Social Sciences. Sara has always enjoyed meeting and helping people during her time working in different hospitality and service positions including Bereavement & Volunteer Coordinator for hospice.
As Client Relationship Assistant, Sara coordinates client meetings, including all material reviewed during and completing follow up tasks after. She works directly with clients on many new accounts and service-related items with a high degree of efficiency and effectiveness.
Originally from Washington, Indiana Sara moved to Greensburg, to live with her cats, Milo and Millie. She enjoys exploring the area, spending time outdoors, reading, cooking, and crafts.