Meet Sarah

Sarah Roman

Sarah Roman

      Financial Advisor
      Retirement Plan Specialist

      Sarah has a Bachelor’s degree in Finance with a minor in Economics from Wright State University so her current role as Financial Advisor was a natural fit. She also holds her SIE, Series 7, and 66 securities registrations, and life insurance licenses. As a people person, she was ready for a career in which she helps people meet their financial goals, while creating meaningful personal relationships. Sarah truly enjoys being a resource for families so that they can enjoy their lives worry-free! Our in house specialist on all things employer retirement plans, she enjoys meeting with business owners to create a plan that fits their needs as well as their employees.

      Sarah lives in Dayton with her husband, Mitch; son, Brooks; and dog, Enzo. They can be found exploring new coffee shops, outdoors at all the playgrounds and parks the Dayton area has to offer, and at any and all sporting events, regardless of season. Outside of that, Sarah is an avid reader of anything and everything-so if you have a favorite book, let our resident book worm know!

      Contact

      Katterhenry Investment Group

      Investment and Insurance Products are:

      • Not Insured by the FDIC or Any Federal Government Agency
      • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
      • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

      This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

      For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

      Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

      Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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