Sarah Bertman loves working with individuals and institutions to manage all financial needs. She enjoys developing strong client relationships while providing outstanding customer service as a Senior Client Service Manager for the Finerty Team at Moneta.

Sarah brings a strong background in customer service within the financial services industry. She began her career at Carrollton Bank in 1999, starting as a Customer Service Representative for only a few years before earning a promotion to Assistant Branch Manager, a role she held for 15 years. She later transitioned to the role of Deposit Compliance during her final years at the bank before joining Moneta in 2019.

Sarah earned her associate degree in Applied Science – Accounting from Lewis and Clark Community College.

Outside of work, Sarah enjoys spending time with her husband and two sons. She also loves to run, play golf, and spend time at the Lake of the Ozarks.

Sarah frequently volunteers at St. Francis Xavier Church in Jerseyville, IL as a eucharistic minister. She serves on the St. Francis Holy Ghost Catholic School board and as a member of their finance committee.

• Financial Paraplanner Qualified Professional™