Sarah began her career in the financial services industry in 2003. She provides confidence to clients by simplifying financial complexity and designing a course of action to help families accomplish their financial goals. As trusted advisors, Sarah and her team integrate financial planning, investment management, and estate and philanthropic planning into a custom-tailored financial plan. She is responsible for bringing together the expertise necessary to effectively meet her clients' needs and for building long-term client relationships based on integrity, confidence, and trust.
Prior to joining the firm in 2015, Sarah served as an Investment Associate at Merrill Lynch in Indianapolis where she earned the Accredited Asset Management Specialist℠ designation. Sarah earned her B.A. in Communication from DePauw University.
Committed to her community, Sarah serves as a board member for the Rotary Club of Greenwood. She also serves on the board for the Network of Women in Business.
Sarah and her husband, AJ, have two sons, Anthony and Alex. She and her family live in Eagle Trace and are active in their church and community.
*Accredited Asset Management Specialist℠ and AAMS® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.