Sarah Szczublewski CFP®
Senior Client Associate
I joined Versant Capital Management in 2022 as a senior client associate. What drives me is helping others. I firmly believe that getting to know each client individually is the foundation of a good working relationship. This connection allows me to help our wealth counselors create a personalized roadmap for each client aimed at achieving their goals.
Finances affect every part of our lives and, as a result, can cause a great deal of stress. As a CERTIFIED FINANCIAL PLANNER™, I enjoy looking at finances holistically. My goal is to bring clarity and peace of mind to clients through a multitude of services, including but not limited to: financial planning, investment portfolio development and ongoing analysis, estate planning, and comprehensive coordination with outside professionals such as CPAs, estate planning attorneys, and others.
Before joining Versant, I was a financial planner and investment operations specialist with Ronald Blue Trust in Tempe, AZ. There I developed personalized wealth-building strategies for high‐net‐worth clients and provided financial planning for others. The best part of my day is seeing the relief on people’s faces, whether it’s from helping a successful entrepreneur with their investment portfolio or from helping a family manage their expenses.
Growing up in Michigan, I spent most of my time in the forest or on the lake and developed an appreciation for the outdoors and being active. A passion of mine is showing kids – especially those in the foster care system – how physical activity is therapeutic and can be used as a healthy coping skill. I enjoy being active by playing soccer, hiking, and kayaking. I graduated from Michigan State University with a criminal justice degree.