Sara Morrison

Sales Assistant/Receptionist

Sara is a sales assistant and the first person our clients see at Spectrum Investment Advisors. She is responsible for supporting all employees through a variety of tasks related to the organization including preparing retirement plan client materials. Sara attended Carroll University and received a BS in public health with a minor in psychology.

Sara currently lives in Waukesha, WI. Outside of work she enjoys running, outdoor activities and spending time with friends and family. 

 

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