Sarah Curtis

Sarah Curtis is a Client Services Associate with Carlton Investment Services Group, and she joined the team in March of 2025. With a passion for helping others, Sarah began her professional journey as a self-employed caregiver in the healthcare field, where she quickly gained firsthand experience in managing the operations of a small business.

Her interest in the business and financial side of caregiving led her to pursue a Degree in Finance at Minnesota State University, Mankato, where she discovered a passion for personal investing and financial planning. Sarah is excited to combine her people-first mindset with her growing expertise in finance as she helps to support our clients.

At CISG, she plays an integral role in delivering top notch client experiences along with supporting our team with precision and care. Sarah thrives on learning and is always seeking new ways to grow her knowledge and contribute to the firm’s mission.

Outside of work, Sarah enjoys hiking up north, experimenting in the kitchen with new recipes and hanging out with friends.