Radcliffe Financial, a firm offering advisory services and affiliated with Radcliffe Corp., Certified Public Accountants, is pleased to announce the addition of Sarah Schut as financial advisor. “I believe in listening to client needs and using best financial planning practices to help individuals build secure and robust lives,” said Schut. “Solid money management is essential for meeting life goals and reaching milestones,” Schut added.
Schut has her Series 7 and 66 licenses, and brings a focus on financial planning to working with clients. She completed a graduate certificate in family financial planning through Iowa State University, and holds a Master of Arts in English from Washington College and an undergraduate degree from Arcadia University. Schut has 15 years of experience in business development for local manufacturer, CreaFill Fibers. As well, she previously worked in investment banking providing her with unique insights on the issuance of securities.
Randall Cooper, CPA, MBA, PFS, is President of Radcliffe Financial. On the hiring of Schut, Cooper stated, “we are happy to have Sarah’s focus on comprehensive financial planning along with her years of business experience. Her addition will nicely complement our advisory practice.”
The mission of Radcliffe Financial is to make a material difference in the lives clients by delivering top-notch advisory services with a focus on tax efficient investment planning. Learn more at radcliffefinancial.com
Marty Stetson says
Radcliffe Financial Services got it right, she is a very special person. The firm is a great part of the Chestrtown business family and she will e a great addition to the company.