Sarah joined our firm in 2013 and serves as a Client Operations Manager to our 401(k) Consulting and Individual Financial Consulting clients. She oversees many of our internal operations and marketing initiatives, as well as assists with the day-to-day happenings of our clients, plans our service-points throughout the year, and prepares plan reviews and deliverables.
Sarah is a graduate of the University of Virginia where she earned a B.A. in History. After college, she spent several years working as an assistant registrar for a private university in Richmond, VA before moving back home to Hampton Roads and beginning her career in the financial services industry.
- Retirement Plan Fundamentals (RPF) certificate, Parts 1 & 2 – American Society of Pension Professionals and Actuaries (ASPPA)