Leading strategic financial planning for Verdence, Sarah works directly with the firm’s advisory team to develop and implement planning strategies to meet clients’ individualized needs. She continuously seeks to stay ahead of the curve to ensure the firm's service offerings and financial planning technology delivers integrated and holistic advice efficiently and effectively. Sarah also manages the firm's training and mentorship programs through a career development track.

Sarah brings more than two decades of experience in wealth management, specializing in strategic financial planning, tax strategies, education planning, estate and legacy planning, elder care and much mo