Sarah and Phil have been a team in business (and in life) for over 25 years. She and Phil are high school sweethearts, attended college together and have had successful respective careers in the financial services industry since 2005. Sarah holds undergraduate and graduate degrees from the University of Mississippi and grew up in Millstadt, IL.

Sarah’s years of corporate leadership and coaching experience are a great asset to our clients. In addition to managing the day-to-day operations of our business, she is passionate about empowering others to be financially prepared for all stages of life, make informed decisions about their money and gain a better understanding of their complete financial picture. Sarah holds the Series 7 and Series 66 licenses.

Sarah enjoys being a dog mom to Looper, Scout and Nala. Her other interests include travel, food, real estate and live theater.