Sara has been advising NEPWA clients since 2006, focusing on personalized strategies tailored to each family’s unique goals. She is known for building lasting relationships and helping clients navigate complex decisions with clarity and confidence. Her approach is grounded in collaboration and a deep commitment to long-term alignment.

At NEPWA, Sara is part of a community built on trust, collaboration, and a genuine dedication to the families they serve. She finds her work truly meaningful because of the clients she supports—helping them make informed decisions and achieve their long-term goals. Her greatest reward comes from walking alongside clients throughout their journey.

Originally from Littleton, NH, Sara completed her undergraduate degree at Saint Anselm College and her MBA at Bentley University. Sara is also a CERTIFIED FINANCIAL PLANNER®.

Sara lives in Medfield with her four children and their dog. She enjoys spending time with family and friends, staying active outdoors, taking Inferno Pilates classes, and cheering for her kids at their sports games, competitions, and events.