Sarah partners with families on comprehensive planning and investment strategies, emphasizing clarity, education, and alignment with long-term objectives. She joined NEPWA as an intern in 2013 and advanced through advisory roles before becoming Senior Wealth Advisor in 2018, and a Vice President in 2023. Her work reflects a collaborative approach that brings real-time insights to client decisions.

Sarah values the personal connections and relationships she’s built with her clients and teammates. She is proud that the NEPWA team continually learns and shares knowledge with each other, which helps enable their clients to benefit from constant, real-time collaboration. Above everything else, Sarah loves helping her clients achieve their financial goals, celebrating their life milestones and successes, and being there to support them when life gets hard.

Sarah grew up in Bethlehem, CT, and earned both her undergraduate and graduate degrees from Bentley University. She holds a Master of Science in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional.

A long-time Boston resident, Sarah lives in the South End. She enjoys time with family and friends, summer beach days, reading—especially mysteries and historical fiction—staying active, as well as traveling and experimenting with new recipes.