Sarah J. Saites
Client Services Associate
Sarah Saites is the Client Services Associate for Blue Prairie Group. Sarah works closely with the Wealth Management advisors to manage all of their clients’ needs. This includes overseeing the onboarding of new clients, assisting with timely completion and submission of all client related transaction requests, and managing and administering the quarterly client reporting process. Sarah is the trusted, go-to person for all Wealth Management clients whenever they have an administrative need. Clients know her and know they can contact her at any time.
Additionally, Sarah participates in many client interactions with each advisor as she works towards becoming a financial analyst or planner in the future.
Sarah is passionate about making sure each client’s task is dealt with using the utmost care and accuracy. She understands that each client has their own individual style and needs, and tries to put herself in their shoes in order to help them in the most efficient and all-encompassing way possible.
Sarah is a graduate of Central Michigan University, with a Bachelor of Science Degree in Actuarial Science and Business Administration. She also recently earned a Masters of Business Degree in Finance and Leadership and Change Management from DePaul University. Sarah holds a Series 65 investment advisory license, and has plans to pursue a Certified Financial Planning (CFP®) designation in the near future.
When Sarah is not at work her favorite thing to do is explore new restaurants and hotspots around the greater Chicago area. As a Michigan native you may also find her rooting on the Lions, Red Wings, or the MSU Spartans. She also enjoys staying active by running, cycling, and also regularly practices Bikram yoga.