Sarah serves as a Client Services Specialist, handling client experience, operations, and administrative processes to help ensure a smooth and efficient experience for both clients and the team. She enjoys her work and values being part of a collaborative, family-run business.

Prior to joining the firm, Sarah gained valuable experience in both the broker-dealer and wealth management industries, where she developed a strong background in client service and financial operations. Her experience, combined with her familiarity with the firm’s values and approach, makes her a wonderful addition to our team.

As a licensed professional and Investment Advisor Representative, Sarah holds FINRA Series 7, 63 and 65 licenses, demonstrating her strong commitment to professional development and industry knowledge.