Curi Capital

Sarah is the lead advisor for the St. Joseph, MI, area on the Wealth Builder team. She joined Curi Capital in 2025 after eight years in the wealth management industry, advancing from operations to paraplanner and ultimately lead advisor. Most recently, she crafted financial plans for clients nationwide and abroad, and she is excited to bring her expertise back to her local community.

Sarah is active in her county’s Parent Advocate Committee, supporting families in the school district, and each year she volunteers for Christmas in Galien, bringing joy to children as Mrs. Claus in the holiday parade.