With over 20 years’ experience in wealth management, Sarah thrives on helping others plan for their future. By listening to what is most important and then developing a personalized financial plan, her customized approach helps ensure each client’s goals are heard and reached.
Beginning her wealth management career at Morgan Keegan in 2000, while simultaneously finishing her bachelor’s degree in Finance from the University of Memphis, Sarah’s experiences have cultivated her innate analytical skills. In 2013, by way of a merger, Sarah has made Raymond James her home. Throughout her career, she has had the opportunity to enjoy a multitude of roles from business development, advisor training, branch management and her favorite, as a financial advisor.
As a CERTIFIED FINANCIAL PLANNER ™ professional, Sarah completes ongoing certification requirements that allow her to provide a truly personalized service to help meet your needs. Through training and continued education, she strives to uphold high standards of integrity, objectivity, fairness, confidentiality, professionalism and diligence when working with you. Sarah is dedicated in helping her clients succeed.
Taking care of people is what Sarah enjoys both in and out of the office. As an advocate for children’s rights and education, she is active in the community and serves as a board member for both the Hope House of Memphis and the Junior League of Memphis. In her free time, Sarah and her husband, Justin, enjoy spending as much time as they can with their four boys. From coaching soccer teams, swimming in the pool, cooking together or family game nights, they cherish every moment together.