Sara joined Chicago Partners, LLC in May of 2023 bringing with her 20 years of client services experience in the financial planning industry. Sara provides critical day-to-day support and client servicing for our Rochester, New York based client group and advisors, H. Robert Bradley, CFP® and Tim Pennino, CFA. Included among her many duties for client service are preparing reports for planning & strategy meetings, handling cash distribution needs and managing client meeting scheduling. Her adept, persistent and caring approach allows our clients to have full confidence knowing any issue she is assigned is thoroughly completed with particular attention to detail. Sara also handles many strategic projects for the Rochester office ranging from improving business efficiency to coordinating client appreciation events.

Sara graduated from the State University of New York at Cortland, where she earned a Bachelor’s degree in Business Economics & Sports Management.

Outside of work, Sara dedicates her life to her family, husband John and sons Jacob & Jesse and is an active member at St. Benedict Parish in Canandaigua NY.