Sarah is responsible for maintaining client relationships and ensuring a positive experience for each client. She handles any follow-up from customer meetings and assists our advisors in all aspects of the wealth planning process. Sarah loves working at Mosaic because the team is doing what they love, with the people they love. Each day she is inspired by the stories her clients tell, and hearing about what drives them to succeed. Sarah brings a wide variety of experience to Mosaic including: human resources, insurance, financial services, and entrepreneurial endeavors. After working across these fields, Sarah has concluded that the most successful people are those who surround themselves wi