About Sally
FOCUS AREAS:
- Client Services
- Account processing and servicing
- Advisor support
Sally has spent the last seven years assisting clients with their needs and supporing office operations for personal financial companies. Sally is focused on finding satisfaction in managing the details for client requests. Her career includes working for Fortune 500 companies located in the Twin Cities, where she gained experience in client service, administration, and supporting client advisors.
Sally has been actively involved in her local community, including Edina Public Schools, youth sports programs, and was a ski instructor at Hyland Hills Snow Sports Academy. She is a long-time Minnesota resident, having grown up in Richfield and currently lives in Edina with her family. In her free time, she enjoys reading, skiing, hiking, and spending time with her friends and family. She and her husband have three grown sons.
EDUCATION
- Bachelor of Science – W. P. Carey School of Business at Arizona State University.
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