Sarah enjoys helping her clients discover the why of their wealth. Born and raised in Atlanta, GA, she earned her degree from the University of Georgia in business economics. She began her career in wealth management in Dallas, TX before moving home to join Resource Planning Group, later acquired by Mercer Advisors. Sarah is passionate about working with young professionals and families who are trying to navigate a multitude of pivotal financial decisions at the busiest time of their lives. She finds satisfaction bringing all the pieces of a financial puzzle together to create a plan that reflects the uniqueness of each person. Sarah is the NexGen Director for the Financial Planning Association of GA and an active member in her church. She is an avid puzzler, enjoys audiobooks and traveling with her husband, Chris.
Atlanta
5555 Glenridge Connector Suite 825 Atlanta, Georgia 30342