Sarah McDonell

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Client Service Associate

Client Service Associate

 

Sarah McDonell is a Client Service Associate at Center for Financial Planning, Inc.®

Impressed with The Center’s commitment to providing outstanding client service, continuing education, and a collaborative team culture, Sarah joined The Center in 2017. She works primarily with Senior Financial Planner, Matthew Chope, CFP®, and oversees the service side of client relationships. 

Sarah has obtained the Series 7 Securities License and is working on pursuing additional credentials. She also manages The Center’s social media presence and serves on the Event Planning committee.

Born and raised in the Detroit area, Sarah lives in West Bloomfield with her fiancé, Kevin, and a cat named Lily. Outside The Center, she volunteers with the Junior League of Birmingham to help women in crisis. She also enjoys spending quality time with her 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