Sarah Whaley

Director of Operations

After obtaining a Business Administration degree, and spending 5 years in the banking industry, I joined Tiell Financial Group in 2013. My position has adapted over the past decade, and I currently serve as the Director of Operations. I have over 15 years’ experience in client services, and have handled many duties in our office including new business, operations, and marketing to name a few.

I am a 2020 graduate of Leadership Seneca County, and am now the Secretary & Treasurer of their board of directors. This class accelerated my desire to assist in cultivating the future of Tiell Financial Group. I find joy in implementing new ideas, planning events and seminars, and helping other team members develop and reach their goals.

Outside of the office, you can find me spending time outdoors, and traveling with my husband Brad, and son Connor. As a product of Connor’s 2+year battle with blood cancer, I have found a passion in advocating for childhood cancer awareness and blood donation.   

What we know matters, but who we are matters more.” – Brené Brown

I can help:

  • Address questions about marketing material
  • Assist with client event and seminar questions
  • Customer service on Medicare Supplement Plans
  • General inquiries

My qualifications:

  • 2010 Graduate of Owens Community College
  • 2011 Graduate of Four County Career Center Leadership Program
  • 2020 Graduate of Leadership Seneca County
  • Ohio Insurance License
  • Notary Public

Sarah is not registered with Osaic Wealth, Inc.

Phone 419-937-2879
Fax 419-937-2875