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Sara Olson

Client Service Associate

MS

Sara is a Client Service Associate at Spectrum Investment Advisors. She is responsible for supporting the advisor team by preparing sales documents, client reviews, quarterly reports and participant education materials. Sara is also involved in maintaining our CRM system. She has been in the retirement plan industry since 2013.

Sara attended the University of Wisconsin-Whitewater and graduated with a BS in Education in Health, Human, Performance, and Recreation with a minor in Coaching, and she also received her MS in Education in Professional Development. While at UW-Whitewater, she was a member of the Track & Field program and currently holds both the indoor and outdoor women’s triple jump record.

Sara is married with one son and enjoys taking road trips, especially to Badger Football away games. She also coached high school track and field for several years after college.

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