I grew up as the youngest of six kids in an Air Force family. My parents both worked full time, so I learned the value of the dollar and the importance of a strong work ethic at an early age. Our family lived modestly, and stock portfolios and retirement plans were not topics of conversation, so when I went to college, I decided to study something completely foreign but fascinating to me: finance.
I graduated cum laude with a Bachelor of Science in finance from the University of Illinois at Urbana-Champaign and then attended Washington University School of Law in St. Louis, Missouri. This marriage between finance and law led to my first job as a compliance attorney with Edward Jones, where I enjoyed working with colleagues both in-house and out in the field to solve compliance and legal issues.
I moved to Chicago to be with my husband, Karl, and worked in the financial services industry as legal and compliance counsel, then took a break to spend time with our three children; Karl, Clare and Catherine. While at home with my kids, I devoted significant time to volunteering and fundraising for various nonprofits in the Chicagoland community.
Twenty years after leaving Edward Jones, I returned to the firm as a financial advisor. It is gratifying to work directly with members of my Bucktown neighborhood and the greater Chicago community and to partner with them to plan, strategize and achieve their financial goals.
I welcome the opportunity to talk, find out what is important to you and earn your trust to work together.
- Business Retirement Plans
- College Savings
- Military Professionals & Veterans
- Retirement Savings Strategies
- Socially Conscious Investing
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office Address306 S Jefferson St
Chicago, IL 60661 opens in a new window
Phone NumberSara S Lippold at (312) 207-2118
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