Meet Sarah
Sarah Roman
Financial Advisor
Retirement Plan Specialist
Sarah has a Bachelor’s degree in Finance with a minor in Economics from Wright State University, so her current role as Associate Financial Advisor was a natural fit. She also holds her SIE, Series 7 and 66 securities registrations, and life insurance licenses. As a people-person, she was ready for a career in which she helps people meet their financial goals, while creating meaningful personal relationships. Sarah truly enjoys being a resource for families so that they can enjoy their lives worry-free!
Sarah lives in Dayton with her husband, Mitch, son, Brooks, and dog, Enzo. While their world revolves around Brooks, literally and figuratively, they also enjoy vacationing with their families, attending concerts, trying new coffee shops, meeting friends for wine, or beers, and the occasional boozy brunch.
Retirement Plan Specialist
Sarah has a Bachelor’s degree in Finance with a minor in Economics from Wright State University, so her current role as Associate Financial Advisor was a natural fit. She also holds her SIE, Series 7 and 66 securities registrations, and life insurance licenses. As a people-person, she was ready for a career in which she helps people meet their financial goals, while creating meaningful personal relationships. Sarah truly enjoys being a resource for families so that they can enjoy their lives worry-free!
Sarah lives in Dayton with her husband, Mitch, son, Brooks, and dog, Enzo. While their world revolves around Brooks, literally and figuratively, they also enjoy vacationing with their families, attending concerts, trying new coffee shops, meeting friends for wine, or beers, and the occasional boozy brunch.