Since 2005, Sarah has been helping investors like you through the process of pursuing their financial goals so that they can focus on the most important things in life.
With the insight and industry knowledge that comes with over 20 years in the business, Sarah strives to provide her clients the information they need to choose suitable investment products and services for their specific financial needs, including tax planning, retirement planning, estate planning, college planning and more.
Sarah is originally from Millstadt, Illinois, and is a graduate of the University of Mississippi where she earned bachelor’s and master’s degrees. She and her husband, Phil, have been married for 24 years and have three four-legged children. In her free time, Sarah enjoys travel, home improvement projects and live theater.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.