Sarah and Phil have been a team in business (and in life) for over two decades. She and Phil are high school sweethearts, attended Ole Miss 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 – home to picnics, parades and the best fish stands around.
Sarah’s years of corporate leadership and communication experience are a great asset for Caravia Financial Group. From managing our marketing and communication efforts to helping clients create financial plans, Sarah is passionate about empowering others (especially women) to prepare for all stages of life, make informed decisions about their wealth and understand their complete financial picture. Sarah holds the Series 7 and Series 66 licenses.
Sarah enjoys traveling (favorite destination: NYC), sampling the local restaurant scene (favorite restaurant: Pueblo Solis), and learning about wine (favorite grape: all of them). In perfect weather conditions, she can also be found caddying for Phil in amateur golf competitions.