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About Us > Our Team > CRM
CLIENT RELATIONSHIP MANAGER

SARA STORCH, CFP®
Sara works in the Institutional Retirement Practice Area at Blue Prairie Group. As a Senior Client Relationship Manager, she partners with investment committees to improve their company retirement plans and ensure their needs are met with the highest standard of service and care.

Prior to Blue Prairie Group, Sara worked in Boston at Columbia Management, the asset management arm of Bank of America, where she was responsible for the sales and servicing of mutual funds, 529 plans and small to mid-sized retirement plans. Prior to this, she was a fully licensed assistant to a financial planner, aiding in service, portfolio design and creating customized deliverables.
Sara graduated from the University of Michigan in Ann Arbor, with a BA in Economics. She holds Series 7 and 66 licenses, as well as Life, Accident and Health. She earned her Certified Financial Planner™ designation in 2007.
 

CARLY PRENTICE

Carly works in the Institutional Retirement Practice Area at Blue Prairie Group. She partners with investment committees to improve their company retirement plans and ensure their needs are met with the highest standard of service and care.

Prior to taking on the Client Relationship Manager role at Blue Prairie Group, she worked in the Investment Analytics Group for two years. In that capacity she was responsible for in-depth data analysis and reports including investment monitoring, fund replacement analysis, and manager search. Carly graduated from the University of Illinois at Chicago with majors in Economics and Finance. She holds a Series 65 license.
 

NICOLE GABLE

Nicole Gable is a Client Relationship Manager for Blue Prairie Group’s Wealth Management and Executive Financial Planning Practice Areas, aiding in analysis and implementation of BPG’s investment decisions.  She works with Blue Prairie Group’s Wealth Management and Executive Financial Planning clients to provide exceptional service and support. 

 

Prior to joining Blue Prairie Group, Nicole worked at IBM Corporation as Client Manager, working with Fortune 100 clients as the single point of contact with companies such as McDonald’s worldwide.  She was nominated for and awarded IBM’s prestigious 100% Club Annual Sales Merit based on demonstration of leadership skills and client satisfaction ingenuity.

 

Nicole graduated from Boston University, School of Management, in 2002 with concentrations in Finance and Economics.  She also studied at Oxford University in the U.K. and Universidad de Salamanca in Spain. She holds Series 65 and 66 licenses, and is fluent in Spanish and Portuguese.

 

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