Meet Sadie
As an Operations Associate, Sadie supports the firm’s financial advisors and clients with new account openings, transfers, money movement, account maintenance and other service needs. She enjoys bringing organization to complex processes and helping create a client experience that feels smooth, responsive and well cared for.
Sadie brings a diverse background in wealth management operations, banking, client service and education. Prior to joining Pesta & Pesta, she worked in wealth management operations, where she supported clients through the onboarding and ongoing servicing of their accounts. Earlier in her career, she spent five years in banking and ten years in education teaching 6th grade. Sadie earned her bachelor’s degree from Columbia College of Missouri and a master’s degree in teaching from Rockford University.
Sadie lives in Lake Geneva, Wisconsin. Outside of the office, she enjoys camping, baking, cheering on family at sporting events, spending time at the lake and exploring the festivals and events around Lake Geneva.