Our Team
Sarah Ploskonka
Investment Assistant
Sarah Ploskonka
As an Investment Assistant at MGO, Sarah plays a crucial role in supporting
financial advisors by helping to establish new personal wealth client accounts while also
managing the ongoing needs of existing clients. Her work is characterized by attention
to detail, a client-first approach, and a commitment to service excellence. Sarah’s ability
to navigate the intricacies of financial administration makes her a key asset in delivering
personalized solutions to clients.
Education
As an Investment Assistant at MGO, Sarah plays a crucial role in supporting financial advisors by helping to establish new personal wealth client accounts while also managing the ongoing needs of existing clients. Her work is characterized by attention to detail, a client-first approach, and a commitment to service excellence. Sarah’s ability to navigate the intricacies of financial administration makes her a key asset in delivering personalized solutions to clients.
