Meet Sarah McCarthy: Reception Manager

American Investment Planners LLC

500 North Broadway, Suite 260, Jericho, NY 11753

(516) 932-5130 / (866) 932-5130

At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each one of our professionals individually.

Today, we would like to introduce you to the newest member of our team, Sarah McCarthy, our reception manager!

Sarah's first financial position was as a telemarketer for Chemical Bank when she was in college. Although this started out as a position that simply fit her schedule and met her financial needs (she was pursuing her BA in English at SUNY Stony Brook), it eventually led her to a full-fledged financial career upon graduation in 1995 - she spent 19 years in banking, working for Chase, Wachovia and Webster Bank! 

After having her son, Sarah spent some time working part time at a chiropractic office as a receptionist and office manager. Then, in September, we were very fortunate enough to have Sarah make her way to our firm! Thanks to her many years of professional experience Sarah has the financial background to understand what our clients need, and she also has a wonderful demeanor and personality that we know clients will truly appreciate when calling or visiting the office.

When asked what her most memorable experience has been professionally thus far, she explained that it was when she won a leadership award in 2000, which included a week-long trip to Naples, Florida. A few days after her return she was to be relocated to Rockland County to pursue a branch manager position, and although she was a bit apprehensive about all of the changes happening at once, the trip is one she is truly grateful for as she got to spend time with existing coworkers and future coworkers all at once!

Outside of the office, Sarah spends a lot of her time with her six year old son - typical activities include Legos, drawing and reading!

Sarah - we are so grateful to have you on our team and look forward to many wonderful years with you! We appreciate the hard work and dedication you have shown to us and our clients already, and we are very excited about our future together!

American Investment Planners LLC offers tax planning, estate planning, retirement planning and more to generations of families throughout the United States. More information about the services offered is available at www.americaninvestmentplanners.com.