Sarah Rudis

Client Service Manager for Stephen Napier

Practice Financial Planning Case Manager

Insurance Case Manager for Stephen Napier

Domicile State: MA

Sarah has been working with Stephen Napier in the practice for 15 years and manages all client related service activities. A graduate of Bradford College, Sarah also oversees the Financial Planning Process in the practice and is responsible for onboarding clients to their personal financial website and coordinating the collection of data for their financial plan.

Phone 781-876-4156