Sarah is responsible for managing the client relations activities for the families we serve. Sarah works closely with the team to ensure all client services are handled thoroughly, efficiently, and to the satisfaction of our families. She also assists our clients with technology interfaces to help them stay informed in real-time regarding their financial resources. Sarah joined the team in 2015.

Sarah recently obtained her Financial Paraplanner Qualified Professional ™ and Wealth Management Specialist™ designations. In an effort to further her education, Sarah is currently attending Western Governors University where she is pursuing a degree in Human Resource Management.

She is a native of North Carolina and lives in Lewisville with her husband, Andy, and two daughters Cindy and Eleanor. Sarah enjoys spending time in the mountains with her family, is an avid runner, and loves being outdoors.