Operations Specialist

Sara Connelly

As an operations specialist, Sara Connelly helps Deerfield’s advisory team deliver a truly outstanding client experience, every time. She offers ongoing investment and planning operational support to clients and colleagues, ensuring that the office runs smoothly.

Sara got into the financial industry thanks to Sue Stevens, who started out as her cello teacher when Sara was only 10 years old. They worked together at Arthur Andersen, and Sara became the first employee when Sue founded her firm, Stevens Wealth Management, in 2000. Over the next 18 years, Sara filled roles that touched on virtually every aspect of the firm’s business before it joined with Buckingham Strategic Wealth in 2018.

She earned her Bachelor of Science degree in accounting from Luther College in Iowa. She enjoys doing activities with her husband, Jack, and their two children, as well as traveling and spending time outdoors.

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Let's look at the big picture, together.