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Sara Brenner

Portfolio Administrator at Journey Advisory Group

  • LinkedIn

Sara joined Journey Advisory Group in March of 2023 as a Portfolio Administrator. With over 20 years of experience in administration and customer service, Sara is eager to partner with th...

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JOURNEY ADVISORY GROUP

JOURNEY ADVISORY GROUP

  • description Description
    Launched in 2013, Journey Advisory Group is a SEC Registered Investment Adviser* specializing in investment management and financial planning. We partner with our clients to meet the needs of...

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  • Employees count Employees 11-50
  • Revenue Revenue 1 Million to 5 Million
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Journey Advisory Group Org Chart and Mapping

Employees

Hal Klink

Senior Family Advisor

Liz Dayter

Senior Financial Advisor

Eric Pettway

Chief Investment Officer

Kim Bucalo

Portfolio Administrator

Steve Wenstrup

Senior Financial Advisor

Sara Brenner

Portfolio Administrator

Kevin Kane

Senior Financial Advisor

Frequently Asked Questions Regarding Sara Brenner

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Answer: Sara Brenner works Journey Advisory Group located at 15 W 5th St, Covington, Kentucky, 45459, United States

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  • Phone number  :  (***)-***-****
  • Email  :  s****@journeyadvisory.group

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