Focused on helping clients receive service that exceeds their expectations, Sarah is instrumental in managing the client service experience at the firm. With the enthusiasm she brings to her job, clients can always expect Sarah to see to their requests in a timely manner and that she will always provide the kind of attention that demonstrates their value. Each day she works directly with clients to provide services that include reporting, money movement and account management. She has also earned her Series 65 license, and is currently studying to become a CERTIFIED FINANCIAL PLANNER™ professional.

Though she was born in San Antonio, Texas, Sarah grew up in Bethlehem, Pennsylvania. She attended the Pennsylvania State University, where she earned a bachelor’s degree in business management with a minor in business law. She lives in Allentown where she enjoys spending time with family and travel.