Sara Reese Rossmann
Chief Operating Officer
- Role
- Chief Operating Officer at Centennial Advisors, Llc
- Location
- Georgetown, TX, US
- LinkedIn followers
- 500 followers
About Sara Reese Rossmann
As Chief Operating Officer at Centennial Advisors, I lead our client service department and support a team of nearly 20 professionals focused on delivering a high-level, personalized experience for our clients. My role centers around improving the client journey, building strong internal processes, and ensuring our service aligns with the firm’s mission to help people retire well. I partner closely with our CEO on strategic planning and business growth initiatives. I also develop team trainings, contribute to marketing efforts, and support decisions around technology and client-facing systems. Whether it\'s streamlining communication or enhancing onboarding, my goal is to make the client experience as seamless and supportive as possible. Centennial Advisors is an independent investment advisor that offers a variety of different investment vehicles. This page is for informational purposes only and does not address any individual’s financial situation. Centennial Advisors does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. Centennial Advisors will not accept investment offers via social media.
Experience
Chief Operating Officer
Jan 2025 — Present · Georgetown, TX, US
Education
Texas State University
Bachelor of Business Administration - BBA
2013 — 2016
Adrian College
Marketing
2012 — 2013
Texas State University
Bachelor's degree
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