Starting out fresh with an investment plan and changing investments can be overwhelming; Sarah helps reduce the potential complications so working with the Legacy Wealth Partners goes smoothly.

She partners with financial advisors to provide logistical support to each team member and our clients related to planning, investing, investment returns and everything in-between. Clients often call on her to help with details as they take new steps to enact their investment plans.

A problem-solver by nature, she leverages her degree in business administration to find holistic strategies for pursuing immediate and longer-term needs.

She and her husband are dedicated parents. As a family, they tend toward outdoor and community-minded activities.