Sarah Cannon

Sarah is passionate about helping clients navigate the complexities of their financial lives and build cohesive plans aligned with their goals and values. She especially enjoys collaborating with young professionals and families who are managing pivotal financial decisions during some of the busiest seasons of life. Sarah finds deep satisfaction in bringing together the many pieces of a financial puzzle to create a plan that reflects each client’s unique story.

In addition to her work with clients, Sarah leads a team of wealth advisors in the Southeast region, providing mentorship and strategic guidance to help elevate the client experience across the board.

Inspired by her father, a financial advisor who built his own planning firm, Sarah witnessed firsthand the positive impact of thoughtful financial guidance and the deep relationships it can foster. She began her career in wealth management in 2018 and later joined the Resource Planning Group, which partnered with Mercer Advisors in 2022. She previously held a role at TD Ameritrade and earned her degree in business economics from the University of Georgia.

Born and raised in Atlanta, Georgia, Sarah is an active member of her church and enjoys traveling, solving puzzles, and discovering new restaurants. She cherishes time with her husband and daughter.