Sarah joined Oswald Financial, Inc. (OFI) in May of 2015 as a Client Manager for the Retirement Plan Services division, bringing with her more than 15 years of experience in the retirement plan industry. She serves as the plan sponsor’s key service contact to help identify, design, communicate and implement cost effective retirement benefit solutions in an effort to minimize fiduciary risk. She also works to enhance the retirement benefits they offer and improve employee education and retirement plan understanding.
In 2017, Sarah transitioned to the Team Leader of Client Services. She provides her team with both strategic and tactical direction in delivering service to clients, as well as, providing leadership in the onboarding, ongoing services and retention of clients. Sarah works closely with Deena, the Practice Leader, to oversee and ensure the development of the team.
Prior to joining Oswald Financial, Inc., Sarah worked with a national retirement plan provider for near 15 years holding various roles in both plan administration and client services. While there, Sarah held the position of Client Service Manager for 5 years where she developed and delivered strategic relationship management plans to clients that included plan trends, legislative updates, and education and communication. Sarah also held a previous position as a Senior Client Manager with a local advisory firm.
Sarah attended DeVry University in Phoenix, Arizona and is a registered representative. She holds a FINRA Series 6, and Life and Health licenses with LPL Financial. She holds FINRA 63 and 65 licenses with Global Retirement Partners.
In her free time, Sarah enjoys traveling, cooking, and health and fitness. She is an avid Cleveland sports fan and lives in Rocky River with her husband Dan, and their two children.