Sarah Szczublewski CFP®
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 be a cause 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 analysis, estate planning, and 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 from helping an 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.