Sarah Holzheu joined Legacy Private Trust Company in 2014 as a Client Representative. Sarah uses her customer service skills to assist Lisa Kewley, Legacy Private Trust Vice President and Senior Trust Advisor, in trust administration and account management. Clients appreciate Sarah’s industry knowledge, empathetic nature, and the way she provides personal, yet professional service.
Sarah is also often called upon to manage special projects. When we recently renovated our offices, she worked closely with designers and contractors to move the process along smoothly. She is confident and devoted, and clients who work with Sarah know they are in capable, trustworthy hands.
As a resident of the Fox Cities since birth, excluding her college years at the University of Minnesota, Sarah has many ties to the community. Her hobbies include running, a recent interest in flower gardening, and as she so lovingly phrases it, “carting her kids around” to various activities. Sarah, her husband, and her two children are all very active with running, biking, swimming, and spending time at the lake.
Sarah brings her energy and fun-loving attitude to everything she does around the office. She is well-known for having a “shoe-of-the-day” calendar on her desk that the women of Legacy gather around to view and discuss in the morning, and loves to use multicolored paperclips – as long as they are sorted by color! Her co-workers, one of them being her mother, Mary Jovanovich, appreciate her bubbly personality, ability to work well with others, and dedication to meeting deadlines.