Sarah Whaley

Director of Operations

After earning a degree in Business Management and spending five years in the banking industry, I joined Tiell Financial Group in 2013. Over the past decade, my role has evolved significantly, and I currently serve as the Director of Operations. With more than 15 years of experience in client service, I’ve contributed to nearly every area of our office—from operations and new business to marketing and client relations.

In 2020, I graduated from Leadership Seneca County and now proudly serve as the Secretary & Treasurer on its board of directors. That experience helped ignite my passion for leadership and has fueled my commitment to the continued growth and future of Tiell Financial Group. 

Outside the office, I enjoy spending time outdoors and traveling with my husband, Brad, and our son, Connor. After Connor was diagnosed with cancer at just three years old, I became an active advocate for childhood cancer awareness and the importance of blood donation. I now serve on the board of FACT (Financial Assistance for Cancer Treatment) of Seneca County, a cause that is deeply personal and important to me.

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