Sara is committed to delivering the highest level of service to our clients. She plays a key role in ensuring our office runs smoothly and manages a wide range of operational and administrative duties. Sara enjoys developing relationships with the individuals and families we serve, providing timely and attentive service to address their needs.
Since graduating from the University of South Carolina’s Darla Moore School of Business in 2011 with degrees in Finance and Marketing, Sara has held several roles in the financial services industry, both in New York and South Carolina. She currently holds her Series 7 and 63 registrations.
Outside the office, Sara volunteers with Homeward Bound Pet Rescue and Carolina Coonhound Rescue. She enjoys practicing yoga, running, spending time with her friends and family and, of course, cheering on the Gamecocks!