Sarah joined Kaplan Financial in 2025 as a Client Services Associate. Previously, she worked for TSW Wealth Management as a Senior Client Service Associate. Prior to her time at TSW, she worked at Commonwealth Financial Network as a Senior Compliance Associate. At Commonwealth, she reviewed potential conflicts of interest and assisted financial advisors with insurance and securities licensing.
Sarah holds Series 7, 24 and 66 registrations through LPL Financial. She earned a B.S. in Business Administration from the University of Massachusetts Lowell.
