As Planner Associate, Sarah reviews and updates clients’ financial plans and investment portfolios, assists Planners with analysis and preparation for client meetings, and provides a primary service point of contact for a group of TNLPG clients.
Sarah Bourdon graduated from The Ohio State University in May of 2018 with a Bachelor of Science in Human Ecology with a Major of Consumer and Family Financial Services. She is currently working to earn a Certified Financial Planner ® designation. While studying at Ohio State, Sarah took classes in finance, mathematics, and computer science. In addition, Sarah worked as calculus tutor and enjoyed helping students through difficult subject matter.
Sarah’s favorite aspect of financial planning is helping people prepare for important steps in their lives. She works to identify the best financial plan for clients by learning about their goals and ambitions. Her determination and integrity drive her to provide the highest level of service.
In her free time, Sarah enjoys running, traveling, and spending time with friends and family. She also volunteers as a mentor at Lane Tech High School in Roscoe Village.
TV Show: The Office, Parks and Recreation, Veep
Food: Oysters & Mussels
Movie: The Dark Knight
Quote: “I am Beyoncè always.” – Michael Scott
Sport: Cross Country
Sports Team: The Ohio State Buckeyes
Book: Harry Potter
Author: Emily Brontè
Candy: Crispy M&Ms
Muppet: Statler and Waldorf
Place to Visit: Croatia