I joined Edward Jones in 2005 as a financial advisor. I earned my Accredited Asset Management Specialist™ (AAMS®) designation* in 2011 and in 2015, I became a limited partner in Edward Jones. I have an obligation to put your needs first and act in your best interest.
I strive to bring order to your financial life, build your financial knowledge and develop a lifelong partnership with you. I invite you to experience the Edward Jones difference through face-to-face meetings and a one-on-one relationship with a personalized plan to fit your needs.
I have been the Edward Jones Women's Inclusion leader for the region for two years. I want to help women grow in the financial industry both as a mentor and as a leader.
I believe in giving back to my community through the Alzheimer's Association and Walk to End Alzheimer's. Alzheimer's is a cause close to my heart and one that I am proud to raise awareness for and dedicate my time.
I am a Carroll College graduate with a business degree in finance and a minor in accounting. I was a senior financial analyst at Miller Brewing for 16 years before joining Edward Jones.
I met my husband while attending Waukesha South High School together. We have two wonderful daughters, Elizabeth and Rachael. I was born and raised in Waukesha, the second youngest of five children. As teachers, my parents, Guy and Ann Jacobucci, passed the teaching philosophy to me. I strive to educate my clients on how to plan for and live in retirement; how to fund their children's education and how to make the best financial choices. My attention to detail, love of numbers and passion for helping others made the world of finance ideal for me.
*Accredited Asset Management Specialist™ (AAMS®) - The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Volunteering
- Spending Time with Family
- Genealogy
- Animal Rescue
- Gardening
Office Information
Phone Number
Sarah G Dieringer at (262) 542-5084Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 06:30PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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