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Gateway Financial Partners Welcomes Newest Financial Advisor, Sara Putz

Gateway Financial Partners is delighted to announce the welcome of Sara Putz, newest financial advisor residing in Paddock Lake, WI. Specializing in retirement income planning and pre-retirement portfolio management, Sara brings an exceptional twenty years of asset management experience, particularly for high-net-worth individuals.

Embodying a philosophy of meticulous preparation, Sara adopts the guiding principle: “Prepare and plan for the unexpected or unknown.” This mantra not only shapes her professional ethos but also ensures a proactive approach to financial planning, deeply resonating with Gateway’s mission of forward-thinking, highly personalized financial solutions.

Sara’s career inspiration stemmed from witnessing the financial acumen displayed by her family during challenging times, cultivating a lifelong passion for equity investments and comprehensive asset analysis. Her strategic focus is on cultivating personalized client relationships, prioritizing a deep understanding of their financial objectives, and fostering an environment of trust and reliability.

“We are immensely pleased to welcome Sara to our professional family,” remarked Jill Batley, President and CCO of Gateway Financial Partners. “Sara’s philosophies align greatly with our core values of personalized service and strategic financial stewardship.”

Sara’s background will be instrumental in developing sophisticated strategies that enhance life quality in retirement.

Prospective clients and partners are encouraged to visit Gateway Financial Partners’ website or contact Sara directly to discuss how her guidance can benefit their financial planning needs.

Contact Information:

Sara Putz
Phone: 262-705-4596

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