Director of Client Experience
- Sara Freeze, a licensed Life and Health professional, began her journey in financial services as a client of Donny Schmitt. Over the years, Donny kept in touch with Sara and her husband, often asking to let him know if she was ever looking for a career change. At the time, Sara worked with an insurance company but needed something different. After meeting with Donny, she decided to make the move—and it’s been ten years since she joined the team, thoroughly enjoying her role.
- Sara is passionate about providing exceptional client service and stays current with the latest industry knowledge. She specializes in insurance and investment operations and ensures clients receive personalized attention and support throughout their financial journey.
- Outside of work, Sara loves being a mom to her son, Henry. She enjoys reading and spending time outdoors, finding a balance between her personal passions and professional responsibilities.
