Sarah Robertson is a Financial Strategy Associate with Kerntke Otto McGlone Wealth Management Group. She has a bachelor’s degree in Accounting and Economics and a Masters of Business Science degree from the University of Wisconsin – Green Bay with a focus on financial institution management. Sarah is also a proud veteran of the United States Air Force.
After 12 years serving as CEO of financial institutions in Milwaukee and the Fox Valley, Sarah formed a business strategy consulting firm in 2008, providing guidance to management teams for human development, succession planning and merger and acquisition planning. She also volunteers in the Fox Valley to assist with woman in Leadership Development and has served on several non-profit boards.
At Kerntke Otto McGlone she will provide client service and education with a focus on helping clients develop plans and strategies to meet their financial goals.
Sarah’s free time is spent with her husband of 20-years, Jon and their 2 teenagers. She enjoys reading, exercising, fishing, traveling and relaxing with friends and family.