Sarah Schmitz | Wealth Management Banker | Sidney, OH | U.S. Bancorp Wealth Management

wealth management banker in Sidney Sarah Schmitz

Wealth Management Banker
U.S. Bank

937.498.1132

Primary office
115 E Court St
Sidney, OH 45365

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For general account support, call 888-330-6918
ABOUT ME

 

It is my pleasure to serve the financial needs of people in Shelby and Miami Counties. My experience in the financial industry started in 2016 and I became a Wealth Management Banker in 2022.

I want to make managing your finances as easy as possible for you. As your Wealth Management Banker, I will partner with an investment professional to bring you a holistic approach to financial management. We will collaborate to understand your financial situation and propose personalized strategies to help you work toward your financial goals.

Outside of work, I volunteer with various organizations and serve as a board member of the Shelby County Animal Rescue Foundation and the Botkins Area Community Club. In my free time, I enjoy relaxing at home with my family and our two Great Danes, Moose and Olive.

Area of focus

Premium banking services

Home mortgages

Home equity line of credit

Secured and unsecured lines of credit and loans

Savings and cash management

Financing strategies

Commercial real estate loans

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.