Sara is a registered paraplanner at Larson, Potter, Stratton, & Cote Financial. She began her career in 1999 as a financial advisor for American Express Financial Advisors. She then joined practices with her husband, Steven, before transitioning to a supporting role after the birth of her children.
Sara graduated with a degree in finance and economics from Worcester State University. “In college, I worked as a bank teller and customer service representative, and I just loved the idea of money,” she said with a laugh. “I loved depositing money in an account and watching it multiply.”
Now, Sara loves the personal connections she has with clients. “When I call to confirm appointments, I have to plan an appropriate amount of time because I know those are not quick calls,” Sara says. “It’s like calling friends because we talk about kids and baking or what have you.”
Sara holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network® and maintains her Massachusetts securities and insurance licenses so that she can assist the advisors with their fixed insurance business.
Sara grew up in Central Massachusetts and lives in Charlton with her husband, Steven Larson, and three children: Shane, Camille, and Norah. Sara played soccer in college and now stays active by running and gardening. She also coaches and runs the ski club at her daughter’s school.