Sarah Seefeldt

Sarah Seefeldt brings nearly two decades of experience in financial services to her role as Client Service Advisor and Office Manager. For the past 18 years, she has been dedicated to supporting both clients and advisors with professionalism, organization, and a genuine commitment to service.

Sarah understands that financial planning is about more than numbers—it’s about people, relationships, and trust. She takes pride in creating a smooth, welcoming experience for clients while ensuring the office operates efficiently behind the scenes. Her attention to detail and steady approach help provide the consistency and reliability clients value.

Outside of work, Sarah enjoys life on her family’s small hobby farm with her husband, Scott, and their two children, Jackson and Anna. Caring for their horses, goats, chickens, dogs, and cats keeps life active and rewarding. An avid horseback rider, Sarah finds joy and balance spending time outdoors and with her family.