Sarah Bertman

Sarah Bertman loves working with individuals and institutions to manage all financial needs. She joined the Finerty Team in 2019 as a Client Service Manager and enjoys developing strong client relationships while providing outstanding customer service.

Sarah brings a strong background in customer service within the financial services industry. She began her career at Carrollton Bank in 1999, starting as a Customer Service Representative for only a few years before earning a promotion to Assistant Branch Manager, a role she held for 15 years. She later transitioned to the role of Deposit Compliance during her final years at the bank before joining Moneta.

Sarah earned her associate degree in Applied Science – Accounting from Lewis and Clark Community College.