Sarah Scheide, CRPC®
Client Service Manager
Sarah Scheide is the Client Service Manager at Connecticut Wealth Management (CTWM). With 10 years of experience in the financial services industry, she leads the firm’s client service team, overseeing service standards, developing teammates, and striving to deliver a consistent, high-quality experience for every client.
Sarah works closely with advisors and firm leadership to strengthen collaboration across teams and continuously enhance the client experience. She is passionate about mentoring teammates, fostering professional growth, and creating opportunities for them to take on new challenges throughout their careers.
Previously, Sarah was an Associate Financial Advisor with Ameriprise Financial in East Hartford and a Complex Operations Manager with RBC Wealth Management in Hartford, supporting multiple branches across New England.
Education
Sarah graduated from DePaul University in Chicago, IL with a Bachelor of Arts in Psychology. She also earned her Certified Retirement Planning Consultant (CRPC®) designation from the College for Financial Planning in 2020.
Affiliations & Community Involvement
Sarah enjoys traveling, trying new restaurants, and attending live music events. She especially enjoys spending time at her family’s cottage in Kennebunkport, Maine. She lives in West Hartford with her husband James, their son Jack, and their Bernese Mountain Dog, Effie.
Client Service Manager
Contact Sarah Scheide, CRPC®
