Sarah Herwick
Peeon
Sarah is truly a people person. She is often the first face, first voice, and first connection clients experience at Allegiant Wealth Strategies. Sarah serves as Client Relationship Manager, where she exercises her passion for working with people and truly builds relationships to enhance clients’ experience and financial planning journey. She is dedicated to providing friendly, responsive, and timely service to every client every day.
Prior to this role, Sarah built a strong and diverse background, working within government, nonprofit, and the private sectors. Her previous professional opportunities have provided a well-rounded foundation of versatility, hard work, and dedication which benefit the team and clients alike.
Degrees & Credentials
Life and health insurance license
Series 7 and 66 securities registrations held through Commonwealth Financial Network®
Post Baccalaureate in Paralegal Studies, Davenport University
BA Political Science, Western Michigan University