As Transition Manager at United Planners, Sara Vogelsanger is dedicated to advisor success, focusing on streamlining processes for successful onboarding. She champions a relationship-first approach, believing in loyalty and direct support for financial professionals. Sara is a graduate of Arizona State University and is described by peers as exceptionally helpful, calm, and patient.
Outside of her professional role, Sara enjoys connecting with innovators and maintains strong relationships with former colleagues. An article from 2016 indicates she has a past interest in writing about the electronic music scene, interviewing DJs and covering festivals.
Sara was recognized as the Employee of the Year in 2019.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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