Sarah E. McGinniss
Sarah is a financial advisor in Savant’s Madison, WI office, is a member of the Advisory Team, and has a membership interest in Savant. She is a co-founder and member of the Women's Wealth Initiative committee, an internal panel that helps guide corporate efforts to empower, inform, and inspire women about financial issues. She is also a member of the Information Security Committee, an internal panel that provides guidance and leadership in the protection of Savant's information, assets, and technology. Sarah is responsible for managing all aspects of the financial planning and investment process for Savant’s clients. She regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Prior to joining Savant, Sarah worked for a forensic and litigation consulting group, specializing in data analytics, specifically on fraud investigation and other mortgage-backed securities cases.
Sarah earned a bachelor of science degree in finance from the University of Illinois, where she graduated as a top 10 student in the College of Business and a top 100 student in the university. She was heavily involved with the Economic Awareness Council in Chicago, serving on the board and teaching high school students basic money management and business skills. She also taught elementary children basic budgeting lessons. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Plans SpecialistSM (CRPS®).
During her free time, Sarah enjoys traveling, being active, and cooking.
Sarah joined Team Savant in April 2015.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.