Sarah Graff

Sarah Graff, CFIRS®, AFIM®, CISP, CBAP

Assistant Vice President/Director of Operations

Phone: 877-808-7878

Sarah leads department operations and compliance. She has over 12 years of experience in the financial industry. Her experience includes retail banking, account administration, investments and portfolio creation, departmental operations and compliance, and department training. She earned a Bachelor of Arts in kinesiology from Colorado Mesa University and a Bachelor of Science in accounting from Colorado State University – Global. She has earned the Certified Fiduciary and Investment Risk Specialist (CFIRS), the Accredited Fiduciary Investment Manager (AFIM), the Certified IRA Services Professional (CISP), the Certified BSA/AML Professional (CBAP), and the Certified Regulatory Vendor Program Manager (CRVPM) designations and is currently pursuing the Certified Securities Operations Professional and Certified Trust Operations Professional designations.

Products of our Wealth Management service are not FDIC insured, may lose value and are not bank guaranteed.