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Nice to meet you!

I have been a lead financial advisor at a private wealth management firm for the past 5 years. I am Series 65, 66, and 63 certified. I recently received my MBA, and will be sitting for a CFP this November.

I gained my Series 65 a year and a half ago - first try - Have worked with more than 50 students since Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material.

As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you learn.

Materials I have will support whatever learning style is best for you We all learn in different ways and I am here to facilitate.

I have a lot of experience and success working with those who have learning blocks, extreme test anxiety, and trouble with focus.

Very excited to work with you!

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Sarah’s Qualifications

Education & Certification

Undergraduate Degree: University of upper Iowa - Bachelor in Business Administration, Business Administration and Management

Graduate Degree: University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management


Traveling, hiking, volunteering, trying new foods/restaurants, and learning new things.

Tutoring Subjects


Business Enterprise

Business Ethics

Business Writing


College Business

Computer Science

IB Computer Science


Professional Certifications

Series 6

Series 63

Series 65

Series 66


Technology and Coding

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