Meet Sarah
Sarah is a Principal who joined Mercer Advisors in 2022 through the acquisition of Resource Planning Group (RPG), where she worked alongside her father operating his wealth management firm for two years. Prior to RPG, she served at TD Ameritrade as a Financial Services Representative at the beginning of her career, and later served at Mercer Advisors where she started as Client Associate and advanced to a Financial Planner role. Sarah earned a bachelor’s degree in business economics at University of Georgia. She is a CERTIFIED FINANCIAL PLANNER® professional.
Sarah’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Sarah has focused experience in these areas:
- Helping new families shift financial priorities while building a strong foundation for the future
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Guiding clients through living in retirement with steady income and smart planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Clients who care for dependents with special needs, with strategies for care, security, and legacy
Her working style
Sarah is known for her thoughtful and patient approach, asking the right questions and listening closely to understand her clients’ goals. Caring and diligent, she stewards their wealth with transparency and collaboration, helping clients make confident financial decisions that align with their values.
Sarah in real life
Any words you try to live by?
My father taught me to live by the saying, “Just do the next right thing.”
Why do you like working at Mercer Advisors?
At Mercer Advisors, our clients are at the heart of every decision we make. We are committed to caring for those we serve and one another.
How do you give back?
I’m deeply committed to serving my church community by offering my time and resources. I’m passionate about mentoring women — both within my church and in my professional circles — helping them grow personally and professionally. Additionally, I find great fulfillment in providing pro bono financial advising to underserved groups in my broader community.
Sarah’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Sarah’s Teammates
Alexis Dudley
Wealth Advisor
What Sarah Says
I collaborate closely with Alexis to develop and implement tailored financial plans and investment strategies for our clients. Her diligence and dedication make her an invaluable partner in delivering thoughtful, results-driven solutions.
Leah Manderson
Regional Vice President
What Sarah Says
Leah plays a vital role in delivering an exceptional onboarding experience for our clients. She thoughtfully matches prospective and new clients with Wealth Advisors who best align with their unique needs, helping to ensure a streamlined and personalized start to their financial journey.
Laura Combs
Executive Managing Partner, Head of Women and Wealth
What Sarah Says
Laura provides strategic leadership across our team. She fosters a culture of collaboration, accountability, and client-first service while mentoring leaders and guiding key initiatives that shape our firm’s future.
Christopher Blackmon
Managing Partner
What Sarah Says
Chris leads our Atlanta office with a focus on growth, team development, and operational excellence. He fosters a client-first culture while building strong, collaborative relationships across the team and community.
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