FAMILY - Key Persons
Job Titles:
- Advisor
- Wealth Advisor, CFP®, CRPS, CRPC
Job Titles:
- Wealth Advisor, M. Sc., MPAS™, CFP®, APMA®, CRPC®
- With Co - Owner
With co-owner John Molinelli leading each client meeting and advisor Jeff Strasburg operating our software systems, I'm free to engage in "What if" scenarios. This combination of thinking oftentimes results in positive outcomes for our clients.
Job Titles:
- Client Service Manager, FPQP™
Sara began her career in finance in 2010 as a receptionist. After learning the fundamentals, but still craving to do more, she took a job with Sheehy & Molinelli in 2013 as an administrative assistant.
Since joining the firm, her role has changed from admin assistant to our Client Service Manager as she continues to develop personal relationships with our clients. Her deep understanding of their needs and goals has helped ease the emotional stress that comes with navigating their financial journey. She is there for our clients every step of the way.
Sara graduated with her Associates degree in Business administration in 2019 and completed her Paraplanner designation in 2020. Both of these achievements allow Sara to work with our advisors and clients more directly so that she is equipped to deal with problems that inevitably arise. It is this relentless dedication that makes her such an asset to our team.
In her free time, she enjoys doing yoga, paddle boarding, traveling, and spending summers on Long Beach Island with her husband Kevin.
Job Titles:
- Chief Executive Officer, CFP®, CAP®, AEP, RICP, AIF®, AAMS, CRPS, CLU
Sheehy & Molinelli and LPL Financial do not offer tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.