Sarah M. Nelson
Wealth Plan Administrator
What’s your dream for the company?
I want our company to be the “go-to” place for all your financial life questions. After our clients’ questions have been answered, I want them to think – wow, that was unexpected, and they went above and beyond to help me!
What are three words people use to describe you?
Unfailingly persistent, nurturing, personable
When you are not working, what do you care about most?
My family, my dog, and volunteering to help anywhere it is needed.
What’s your financial journey?
Sarah M. Nelson is the Wealth Plan Administrator at Keystone Financial Services. She works one-on-one with our clients to get their financial life organized and guides them through the on-boarding process to becoming a client of Keystone Financial Services. Her passion is helping people! Sarah assists our financial advisors in preparing for each client’s review meeting, so that when a client walks through the door, their time is maximized and streamlined. If you call the office, there is a good chance you will be transferred to Sarah to help you with just about anything you need!
Prior to joining Keystone Financial Services, Sarah worked for a financial planning firm, in Minnesota, as their Client Services Manager. Sarah was an integral part of the tremendous growth that firm experienced over her seven years with them. Sarah, and the two financial advisors, took the company from managing $46 million to almost $90 million during her tenure, by tipping the operations up-side-down and rebuilding the foundation of the company to a well-oiled machine.
Sarah started working in the financial services industry right out of high school, while going to school at night, which brings her up to 15 years of experience in our industry. She currently holds a degree in Business Administration and is working on her bachelor’s degree in Organizational Management and Leadership. Sarah’s connection with our clients, her drive to solve problems, and her passion for helping others, make her a great asset to our team.