Sarah Herwick


Client Relationship Manager


 

sarah pic
 

 

Sarah is truly a people person. She is often the first face, first voice, first connection our clients experience at Allegiant Wealth Strategies. Sarah serves as Client Relationship Manager on our team where she exercises her passion for working with people and truly builds relationships to enhance our clients’ experience and financial planning journey. She is dedicated to providing friendly, responsive and timely service to every client, every day.

Prior to this important role on our team, Sarah has built a strong and diverse background, working within government, nonprofit, and the private sectors, including working for Congressman Fred Upton. Her previous professional opportunities have provided a well-rounded foundation of versatility, hard work and dedication which benefit the team and clients alike.

 

Degrees & Credentials

Series 7 and 66 securities registrations held through Commonwealth Financial Network®

Post Baccalaureate in Paralegal Studies, Davenport University

BA Political Science, Western Michigan University

 

Getting to know Sarah

What would be the perfect meal?

A perfectly prepared filet mignon topped with blue cheese with a glass of Cabernet Franc.

What are you doing when you’re not working?

I enjoy laughing with family and friends over great food and drinks, golfing Michigan courses on perfect sunny days, and riding my horse, Daisy May.

What is one thing on your bucket list?

To play the top 50 public golf courses in Michigan. I'm slowly checking them off my list - I'm at 16.

What do you like most about being an Allegiant Team member?

We are all able to laugh at ourselves and with eachother.

 

 

Contact Sarah: [email protected]