Client Care Specialist
Sara Lempa joined Potomac Financial Group in July 2007, attracted by the opportunity to put her multi-tasking, organizational and communication skills to good use providing prompt and courteous support to her fellow team members and their clients. She coordinates client communications, day-to-day operational functions, compliance, and the branch manager’s licensing and continuing education requirements. She was previously a manager at Joann Fabric and Crafts in West Roxbury, MA.
Sara is originally from Simsbury, CT. She attended Southern Connecticut State University in New Haven where she met her husband of 33 years, Kevin. She and Kevin currently live in Laurel, MD, and they are the parents of two grown children, Christopher and Tara. Christopher is an assistant golf pro at Torrey Pines Golf Course in San Diego, CA, and Tara recently completed a community relations internship with the San Diego Padres’ Triple-A Baseball Team, the Portland Beavers, in Portland, OR. In her spare time, Sara enjoys home decorating, sewing, gardening, reading, cooking and watching college football.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Wike Financial, LLC. Potomac Financial Group and Wike Financial, LLC are not registered broker/dealers, and are independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.