Sarah Szabo joined the Spinnaker team in September 2024. She graduated from Ohio Wesleyan University in 1997 with a Bachelor’s degree in Sociology. In 2004, she earned an additional Bachelor’s degree in Education from Rhode Island College. She also holds her Series 6, 63, 65, and Life and Health insurance licenses.

In November 2018, after teaching Math and English for 11 years, Sarah transitioned into the financial industry as a Financial Professional with New York Life. During her time there, Sarah focused on Estate and Retirement Planning with families, individuals and business owners.

As a previous educator, Sarah focuses on the education process of financial planning. Taking an educational approach encourages her clients to be active participants in understanding and creating their financial plan. Sarah knows every client has their own goals, values and priorities and her thought process is no two plans are alike. While building long-term relationships with clients, Sarah helps them to be successful and identify their goals and priorities to help build a successful financial plan with Spinnaker Asset Management.

Sarah lives in Narragansett with her husband, two children and yellow lab. She enjoys traveling with her family, coaching recreational lacrosse and riding horses.