Sara is the Registered Service Assistant at Lewis & Bluhm Financial Group, where she provides administrative and client service support to the team. She helps coordinate client service needs and supports the day-to-day operations of the practice with a focus on care, accuracy, and professionalism. She works closely with the advisory team to support help keep clients' financial strategies on track.
Sara holds her Washington State Life and Health License and has earned her FINRA Series 7 registration. She takes an active interest in financial topics and continues to expand her knowledge of the financial services industry while supporting the team.
Before joining Lewis & Bluhm Financial Group, Sara spent nearly 20 years at BNY Mellon, where she specialized in investment performance and risk analytics. Her extensive background in the investment industry provides a strong analytical foundation that complements her commitment to providing professional and attentive client service.
Originally from the Kitsap Peninsula, Sara spent much of her adult life in the Seattle area before relocating to Ferndale in 2024 to enjoy a quieter pace of life. Outside the office, she enjoys spending time with her husband, their dogs, and their feisty cat.
