Sara Lewis CFP®, FPQP®
Sara joined Henrickson Nauta in 2017 and brings more than a decade of financial industry experience to her role as Associate Wealth Advisor. She works closely with the firm's advisors and clients, drawing on her background in financial planning, portfolio administration, and client service to support their financial goals.
Prior to joining Henrickson Nauta, Sara worked in retirement plan services, with a particular focus on defined contribution plans. Since joining the firm, she has played an important role in portfolio administration, account servicing, and the preparation of client performance reports.
Sara earned a Bachelor of Business Administration in Finance from Davenport University. She holds the Certified Financial Planner® certification and the Financial Paraplanner Qualified Professional™ designation.
Sara and her husband, James, live in Cedar Springs, Michigan. They have two children, a son and a daughter.
