When asked what she likes most about her job, Sarah says, “working with smart people and providing clients with helpful plans and service.” In Sarah’s role at SBK Financial as Trust Advisor, she assists senior advisors in meeting preparation and follow-up. Sarah also assists with various strategies including asset allocation, wealth transfer, company stock, education, insurance and charitable planning.
Sarah, who joined SBK in 2014, has a decade of experience in wealth management, and spent several years as a trust advisor with SunTrust Banks, Inc. SBK suits her for two reasons: The firm allows her to learn from peers, and provides flexible work arrangements which are helpful to mothers like her with school-age children.
With a Bachelor of Arts in Mathematics from Washington and Lee University, Sarah is a member of St. Stephen’s Episcopal Church. She’s married and has a son and daughter—and a black lab puppy. In her off-time she’s active, running, strength-training, hiking and playing tennis.