Sarah knows how important financial needs and goals are to every client, and that is why working with the advisors in their Element to help create the best financial path for every client is crucial. “Getting to know the client in a boutique firm is SO important, because it puts you and the client at ease knowing you can trust each other to the best path forward for your client.”
Sarah is a native of Fairhope, Alabama, a small town on the coast of Alabama and is a 2022 undergraduate of Millsaps College. She also attended Millsaps College for her master’s degree in business administration with a concentration in finance. While pursuing her MBA, she was able to participate in the CFA Research Challenge, finishing second in the region. She was a member of the Millsaps women’s golf and volleyball teams, as well as a Chi Omega in the school’s chapter. She is currently pursuing the Series 65 license, and soon after the CFP designation, while currently holding her life and health insurance license.