Sarah Lewis

Client Relations Retirement Planner

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Sarah has held many customer service roles, and while each has been different, her motivation has always been the same: Sarah loves helping people. As a Client Relations Retirement Planner, she continues to do just that, flexing her excellent customer service skills and willingness to learn to provide clients with the best experience possible.


Sarah and her husband, Danny, have been married more than 20 years. They share children Shayne and Jonathan, stepdaughters Sara and Tania, and three dogs: Nona, Lola, and Graycen. They also have four grandchildren: Laten, Mara, Lettie, and Aurora. When she’s not in the office or hanging with the grandkids, you’ll find Sarah baking or camping.

Sarah Lewis Headshot
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