Sarah Oberhofer, CFP®, APMA®, MBA's Linkedin Analytics

My goal is to help provide strategies to clients that focus on addressing their financial needs through various phases of their lives. I pride myself on building long-term relationships based on understanding clients’ financial concerns, mutual respect and on my professional experience including 25 years in Human Resources. My experience in working with retirees and their Social Security benefits enables me to help clients assess their Social Security options and analyze their benefits. I conduct weekly workshops at an outplacement firm to educate those in job transition. I serve on the Board of Directors of the Lupus Foundation of Wisconsin. I am the past President and Board member of the Milwaukee Catholic Home and I currently serve as an Adjunct Member of the Investment Committee. I support the Wisconsin Blood Center and have achieved Silver Donor status. I have a passion for fitness. I am a member of TriWisconsin and enjoy competing in sprint triathlons and going on long distance bike rides. I belong to the Schroeder Master's swim team and teach indoor cycling (Spinning) classes at the Rite-Hite YMCA. I enjoy cooking, reading, theater, movies, dining out, and dancing.