Sara Lewis CFP®, FPQP®


Sara is the Client Service Manager for Henrickson Nauta Wealth Advisors. Joining the firm in 2017, she handles portfolio administration and servicing, as well as the preparation of our client performance reports.

Sara has earned the designation of Financial Paraplanner Qualified Professional™. She has over ten years of experience in the financial industry. Prior to joining Henrickson Nauta Wealth Advisors, she worked in retirement plan services with a focus on defined contribution plans. Sara graduated from Davenport University, earning a Bachelor’s degree of business administration in finance.

Sara and her husband, James, live in Cedar Springs, Michigan with their son and daughter.