Sarah Day works closely with our Advisory team to help develop and monitor financial plans. She assists in updating plans and analyzing source documents for real-time financial models. Sarah’s career experience and her interpersonal skills are a great asset to the team. She smoothly coordinates research and planning strategies to address wealth accumulation, retirement income and estate planning objectives. She holds her Series 7, 65, and insurance licenses.
Sarah resides in Lee’s Summit, MO with her husband and young daughter. Her favorite past times include baking, and jogging with her two dogs.