As the Practice Manager, Sarah leads our team with process improvement and oversight striving to make each advisor's practice more efficient to empower our team to have great success and impact more lives.
Sarah joined us in January 2019 bringing her 6 years of client service experience in the financial services industry to our team. Her excellent client service has helped her continually progress in her career. She started out as a Universal Banker with Citizens Bank and has worked her way up through PNC Bank and Huntington Bank to a Licensed Relationship Banker, where she focused on assisting high-value customers with a personalized experience. In addition to those roles, she has served as a practice manager with Mosaic Wealth Consulting in Greensburg.
Sarah grew up in Greensburg, graduating from Hempfield Area High School. Sarah and her husband, Devin, reside in Penn Township with their dogs, Sarge and Lou. Sarah is passionate about helping others. In her free time, she co-facilitates a women's Mastermind group with L3 Leadership and volunteers with a local animal rescue. She also enjoys spending time with friends and family and attending Steelers games.