Education & Certifications
MS - Professional Development, UW-Whitewater
BS - Health, Human Performance, & Recreation & Minor - Coaching, UW-Whitewater
Sara Olson
Office Manager/Compliance Coordinator
MS
Sara brings a sharp focus on operational efficiency, regulatory compliance, and client support. She oversees internal processes and compliance procedures to ensure smooth, well-organized operations across the firm. In her compliance role, she helps the firm uphold its fiduciary standards and regulatory obligations. Additionally, Sara plays a key role in business development by handling administrative tasks and supporting financial advisors in managing client relationships. She manages all office projects and internal operations from start to finish.
Industry Start Date:
2013
Spectrum Start Date:
2013
Fun Fact:
School record holder in triple jump (indoor & outdoor) at UW-Whitewater.
Personal Background
Sara is married and the proud mother of one son and one daughter. She enjoys baking sourdough bread, exploring the beauty of Northern Wisconsin, and embarking on family road trips. A former member of the UW-Whitewater Track & Field team, Sara holds both the indoor and outdoor women's triple jump records, a testament to her athletic prowess. She also brings her passion for athletics to her role as a former high school track and field coach.
Embodying Spectrum’s Principles
I distribute my energy equally among the things that sustain me physically, mentally, and emotionally. This allows me to be a loving wife and mother, but also allows me to allocate the right amount of time and attention to my work and co-workers. Having the option to work from home one day a week lets me be present for my young children's growth and development.
At Spectrum, we all collaborate to provide the best service for our clients. Every individual has a unique role that is vital for keeping our operations running smoothly. Most importantly, working as a team fosters relationships, which makes our time together enjoyable both at work and in outside activities.