Sarah began her career in the financial industry in 2010 with roles at Wells Fargo, B.A., and Wells Fargo Advisors, LLC. Using this experience, she manages the daily operational and administrative functions of Blue Ocean Wealth Advisors. She has a passion for developing client relationships and simplifying the client experience so that client’s may spend more time enjoying the wealth they have grown.
On a systematic basis, Sarah directs the client performance review process and coordinates cash management solutions on behalf of our clients. She proactively discovers and resolves potential client administrative challenges before they arise.
Sarah is a graduate of Old Dominion University with a Bachelor of Science degree in Communications. She is an avid runner and beach-goer. She resides in Virginia Beach with her wonderful husband, Mike, two incredible children, Penny and Robbie, and cool cat, Fin.