As the Practice Manager, Sarah leads our team with process improvement and oversight to make each advisor's practice more efficient and 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 constantly 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, PA.
Sarah grew up in Greensburg, PA graduating from Hempfield Area High School in 2010. Sarah and her fiancé, Devin, reside in Jeannette, PA with their dogs, Sarge and Lou. Sarah enjoys spending time with friends and family, attending Pittsburgh sporting events and spending summers at her family’s camp in Springfield, WV.
Waddell & Reed is not affiliated with any other entities referenced.
Sarah acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 01/20