Sara joined the Angelo Planning Group, LLC in June 2023 as the client relations manager for the Greece office.
She graduated from Nazareth College with a Bachelors in Business Administration and went on to earn her Master’s degree in Public Administration at Suny Brockport. Before joining the APG team Sara worked in the financial services industry at Norris Financial Group for 4 years. She holds Life, Accident, and Health Insurance Licenses.
Sara lives in Greece with her husband and 3 children.
* Not a Registered Representative with Commonwealth Financial Network.