Roy Adam, CFP®

Senior Financial Advisor

Jennifer Ziegler

Associate

Client Relations Associate

Sarah Long

Administrative Assistant

Sarah is a seasoned administrative assistant with a passion for efficiency and organization. With over 9 years of experience in administrative roles, Sarah has honed her skills in multitasking, problem-solving, and communication. Whether it's managing schedules, coordinating meetings, or handling correspondence, Sarah approaches each task with professionalism and dedication. Known for her friendly demeanor and collaborative spirit, Sarah fosters positive relationships with colleagues and clients alike. Sarah is not just an administrative assistant, but a key contributor to success in any environment. Outside of work, Sarah loves discovering new hiking trails with her dog, embracing the tranquility of nature and the thrill of exploration.