Sarah Smets is a Client Service Analyst at Lake Street Advisors, servicing a variety of client needs including asset movements, reporting, and process documentation, while communicating with custodian banks to ensure accuracy and timeliness for all client requests.
Prior to joining Lake Street in June 2021, Sarah worked for Citizens Bank for nine years on the Seacoast. Beginning in July 2018, Sarah took on the role of Wealth Relationship Manager, partnering with a Financial Advisor to ensure Citizens’ clients received exceptional, personalized service and collaboratively created financial plans to help them meet their goals. During those three years, participating in joint client meetings daily, Sarah realized her passion for helping people through thoughtful and holistic financial planning.
Sarah has called the Seacoast home for the better part of the last 13 years, after graduating from UNH with a degree in Sociology and Women’s Studies. She lives in Dover, NH with her two dachshunds, Milo and Austin and she enjoys spending time with friends in Brookline, MA and Kittery, ME. A big fan of live music and traveling, Sarah can often be found at a concert, on an airplane, or at the beach with family in Gloucester, MA.
Sarah is currently studying for her CFP through Bryant University online.