Sarah has a Bachelor’s degree in Finance with a minor in Economics from Wright State University, making her role as a Financial Advisor a natural fit. She also holds her SIE, Series 7, and Series 66 securities registrations, as well as life insurance licenses. As a people person, she was drawn to a career that allows her to help clients achieve their financial goals while building meaningful personal relationships.

Sarah primarily works with individuals and families, helping them navigate retirement planning, investment strategies, and financial decisions with confidence. She is passionate about serving as a trusted resource for her clients so they can focus on enjoying life and pursuing the things that matter most to them. In addition to her work with individual clients, Sarah serves as our in-house specialist on employer retirement plans, partnering with business owners to design and implement retirement plans that support both their organizations and their employees.

Sarah lives in Dayton with her husband, Mitch, their two kids, and dog, Enzo. As a family, they enjoy exploring new coffee shops, spending time outdoors, and attending sporting events throughout the year. When she's not working or chasing after her busy family, Sarah can often be found with a good book in hand. An avid reader of all genres, she's always happy to exchange recommendations with fellow book lovers.