After recognizing the effects of minimal financial literacy within her own family, Sarah developed a passion to help others prevent similar situations. Especially within a male-dominated industry, being well-educated is important to her. She takes pride in applying her extensive knowledge to be a warm, guiding lights through clients’ every thought or concern, giving them more confidence to spend their valued time doing what they love: having fun!
Sarah has been with Raymond James since 2015, starting on an independent, all-female team in her hometown of Jacksonville, Florida before relocating to join the Boca Raton office in 2020. She earned a Bachelor’s degree in Financial Services from the University of North Florida, specifically tailored towards financial planning for individuals and small business owners.
During the journey to become a Certified Financial Planner™ professional in 2018, Sarah completed thousands of hours of experience and was rigorously tested on 72 areas of financial expertise. Because of this high standard, she is committed to working in the best interest of her clients through the CFP Board’s Code of Ethics. Also in 2018, Sarah was selected to join the Raymond James Advisory Mastery Program. This intense, two-year program allowed her to refine her capabilities with hands-on training and practical application working with clients.
Outside of the office, Sarah loves to network and volunteer her time. She previously served as a board member of the Rotaract Club of Jacksonville’s Beaches for 3+ years, arranging volunteer opportunities and speakers while maintaining the club’s highest level of recognition: the Rotary Citation. Now in South Florida, she gives her time to local nonprofits and enjoys beach clean ups. Sarah also serves as the President of the Ladies Executive Golf Society (LEGS) of Boca Raton, geared towards bringing more professional women into the game of golf.
Sarah lives in Delray Beach where she enjoys traveling and boating with her husband, Logan, and their two pups: Duke (10-year-old Yellow Lab) and Dash (3-year-old Australian Shepherd).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.