Sarah brings more than 10 years of experience in the financial industry. She began her career supporting financial professionals at Park Avenue Securities and later at LPL Financial. She is passionate about creating a positive, seamless experience for every client and believes that strong relationships are at the heart of successful financial planning. Sarah believes financial planning should feel empowering, not overwhelming, and she works every day to ensure clients feel confident and supported.

Born and raised in Buffalo, New York, Sarah continues to call the area home, where she lives with her husband, Bobby, and their two Australian shepherds, Sophie and Dexter. Outside of the office, you’ll likely find her curled up with a good book, baking, attending rock concerts, or planning her next travel adventure.