Sarah McDonell, FPQP®
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Client Service Manager
Sarah McDonell, FPQP® is a Client Service Manager at Center for Financial Planning, Inc.® Sarah joined The Center in 2017 after being impressed by the company’s mission and values.
She works primarily with Senior Financial Planner, Matthew Chope, CFP®, and oversees the service side of client relationships. Sarah strongly believes in the firm’s commitment to help provide outstanding client service and continuing education. The collaborative team culture ensures that clients’ needs are met.
Sarah has obtained the Series 7 Securities License and is working on pursuing additional credentials. She also helped establish The Center’s social media presence.
Outside The Center, she volunteers with the Junior League to help women in crisis. She enjoys spending time with her husband, Kevin and pets Lily and Daisy. She also enjoys seeing family and friends, traveling, and perfecting her golf swing.
EDUCATION:
Bachelor of Arts, English Language & Literature, University of Michigan
LICENSES & CERTIFICATIONS
Series 7 Securities License
Financial Paraplanner Qualified Professional™ (FPQP®)