Sarah Foss

Sarah Foss, CLU, ChFC is currently the Chief of Staff at Refine Wealth Strategies, where the focus is on providing clients with a world-class planning experience to help them confidently enhance their wealth. With a background in financial planning and experience as an Associate Wealth Management Advisor at Northwestern Mutual, Sarah brings a wealth of knowledge and expertise to their current role. Prior to their financial planning career, Sarah also held roles as a Client Planning Specialist at High Note Wealth and Office Coordinator at RHS Realty. Sarah holds a Bachelor of Science degree in Accounting from Metro State University.