Sally supports clients and advisors through ongoing service and coordination at Vital Planning Group. She helps manage client communications, schedules review meetings, and assists with a wide range of service needs to ensure timely and attentive support.
She plays an important role in keeping day-to-day operations running smoothly outside of new business coordination. Her organization and responsiveness help the team stay connected with clients and maintain a high level of service.
Outside of the office, Sally enjoys spending time with family and friends, staying active in her community, and volunteering at animal reservations.