Sarah plays a pivotal role in ensuring seamless coordination across the firm’s advisory and client service teams. With a background in commercial insurance, she brings strong organizational insight and a passion for helping clients feel confident and supported in every stage of their financial journey.

A Greenville native and Clemson University graduate (Class of 2021), Sarah has lived in the Upstate for most of her life. Outside of work, she enjoys spending time with friends and family and exploring new places near and far.