In her role as Senior Family Office Advisor, Sarah operates as the true nucleus to the client service teams by collaborating with Family Office Directors and Managers in the overall management of her assigned client base. She organizes, prioritizes, and effectively delegates work to staff members while overseeing projects and schedules and maintaining relationships with family members.
Sarah joined the firm in 2015 as a Family Office Advisor and was promoted into the senior role in 2018. Sarah works on some of the firm’s largest and most complex family groups and is continuously identifying ways to streamline procedures and enhance the client experience. Her strong leadership skills have led Sarah to become an effective mentor to new staff members and a driving force in the success of the firm’s training and development program.
Before joining Vogel, Sarah spent over ten years in the banking industry before earning her bachelor’s degree in accounting from the University of Wisconsin-Whitewater. She enjoys spending time with her husband and their cats and visiting Six Flags Great America.