Meet the Team

Sarah brings 8 years of experience in various roles within the wealth management industry. Sarah works closely with her team to provide an elevated client experience and ensures that all needs and expectations are exceeded. Sarah assists with client transactions, onboarding, and implementation to help clients work toward their financial goals.

Previously, Sarah was an Associate Financial Advisor with Ameriprise Financial in East Hartford and a Complex Operations Manager with RBC Wealth Management in Hartford serving multiple branches all over New England.

Education

Sarah graduated from DePaul University in Chicago, IL with a Bachelor of Arts in Psychology. She also received her Certified Retirement Planning Consultant (CRPC®) from the College for Financial Planning in 2020.

Affiliations & Community Involvement

Sarah enjoys traveling all over the world, trying out new restaurants, and enjoying local live music. She especially enjoys spending time at her family’s cottage in Kennebunkport, Maine. She currently lives in West Hartford with her husband James, her son Jack and Bernese Mountain Dog, Effie.