Sara brings more than 25 years of experience in the financial services industry, serving as a dedicated partner to clients and their families by overseeing day-to-day client activities and ensuring a seamless service experience.

Known for her drive for excellence and unwavering commitment to client service, Sara is highly responsive, detail-oriented, and proactive in addressing client needs. She takes pride in building long-term relationships grounded in trust, consistency, and personalized attention, helping clients feel confident and well cared for at every stage.

Sara began her career at Bank of America Securities, where she developed extensive experience supporting sophisticated clients in investment servicing, account administration, and operational coordination. Her background provides a strong foundation in client service management, portfolio support, and relationship oversight, allowing her to deliver efficient execution and an elevated client experience.

Sara earned a Bachelor of Arts & Sciences degree in Economics from the University of Georgia.

Outside the office, Sara enjoys playing tennis with her family, cheering on her son at soccer games, and attending band events with her children. A proud Georgia Bulldogs fan, she is actively involved in her local school community through volunteer work. Sara lives in Buford, Georgia, with her husband and their two children.