Sadie joined WFA in 2021 with two years of experience in the financial and insurance industries. Sadie graduated from the University of Wisconsin-La Crosse in 2019 with a Bachelor’s degree in Business Management and a minor in Healthcare Analytics Management. She holds her Life and Health Insurance License through FINRA and is licensed in the state of Wisconsin and Illinois.
As an Adviser Associate, Sadie supports our Investment Advisers by assisting with retirement plans and projections, investment research and allocations, and performance reports. She is eager to continuously grow with WFA and expand her knowledge in the world of personal finance.
Outside of work, Sadie enjoys spending time with her family and friends. She enjoys participating in outdoor activities, reading a good book, and exploring new restaurants.