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.
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.
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
Meet Sarah’s Teammates
Morgan Barnwell
Client Service Specialist
What Sarah Says
Morgan gets things done for our clients. She executes the plans I make with clients and helps operations run smoothly. She consistently prioritizes delivering an exceptional client experience.
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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