About Sarah Coffey

I am proud to have spent much of my career supporting individuals in goal setting, problem solving, and social-emotional development as a Licensed School Counselor. Now, as a Financial Advisor, I continue to guide people—helping them navigate the complexities of personal finance. Money is often a primary source of stress for individuals and families, and I find great fulfillment in providing expert advice to help clients achieve financial security and peace of mind at every stage of life.


Education & Accomplishments

Behavioral Financial Advisor (BFATM) designation

FINRA Series 66 Uniform Combine State Law

FINRA Series 7 General Securities Representative

Life & Health Insurance Licenses

M.S. in School Counseling -- Winona State University

B.A. in Biology and Psychology -- Luther College

At home, I am a mom of 2 very active teens. Evenings are filled with softball, soccer, volleyball, theatre and singing. You should hear us on a car trip!

As a family, our most favorite thing to do together is explore the world. Highlights have been Cape Town, South Africa, and Barcelona, Spain. I look forward to many more adventures with them!