Sarah Kozlowski | Client Specialist | Straight Arrow Financial Group

Sarah Kozlowski

Client Service Specialist
262-251-7765

I am a Client Service Specialist at Straight Arrow Financial Group and specialize in streamlining your client on-boarding experience. This includes, but is not limited to new account opening, asset transfers and employer retirement plan rollovers. I oversee our Move Money process, which consists of our client contributions, distributions, annual RMDs, roth conversions and death distributions, as well as plan the business’ marketing, advertising, and events.

Before joining Straight Arrow Financial Group, I worked for OneAmerica formerly BMO Harris Bank for several years in their retirement services department. I graduated from UW-Milwaukee with degrees in both Marketing and Journalism and Mass Communications. I have since earned my Series 7 License (held through LPL), Series 66 license (held through Independent Advisor Alliance) and Life, Health & Variable Insurance Agent license.

I grew up in Two Rivers, WI and have an appreciation for small-town life while I currently reside in the city of Milwaukee. During the summer, I enjoy being out on the water, hiking or in nature with my girls, Eliana and Abigael. I am far from a scratch golfer but enjoy being out on the golf course as well. During the winter I tend to hibernate and dream of summer, flip flops, bonfires, and live music.

I have worked in various service industries from the time I was young. Since joining Straight Arrow Financial Group, I know I have found my perfect fit in being of service to you and your family’s financial needs.