Director of Client Relations
Sara is a licensed Insurance Agent, America’s Health Insurance Plan (AHIP) certified, and Medicare Advantage certified. With 20 years’ experience in administration and client relations, she brings a refined skillset to HG Thomas Wealth Management. As Director of Client Relations, Sara strives to make every client’s experience a pleasant one. She oversees the day-to-day administration of your accounts and assists in the financial planning process. She is your personal assistant and will promptly address your requests, issues, and concerns regarding statements, distributions/contributions, and other matters.