As an experienced Wealth Advisor, Sarah is focused on developing, implementing, and monitoring tailored financial solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and families. She is a Partner of JFS, a Regional Director, and a member of the firm’s Investment Committee, Financial Planning/Wealth Strategies team, and BD/Marketing team. Before joining JFS in 2011, Sarah worked for BNY Mellon Wealth Management in Harrisburg, PA.
A member of the Financial Planning Association (FPA) and the Investments & Wealth Institute (IWI), Sarah earned a Bachelor’s in Business Administration with a focus in Finance from Shippensburg University. In 2010, she earned her CERTIFIED FINANCIAL PLANNER® certification. Sarah continued her education by obtaining the Certified Investment Management Analyst® certification in 2014 by completing the CIMA program through the University of Pennsylvania’s Wharton School of Finance and the Certified Private Wealth Advisor® certification in 2024 by completing the CPWA program through the Yale School of Management, both in partnership with the Investments & Wealth Institute.
Sarah lives in the Pittsburgh Metropolitan area with her husband and two sons. When she’s not involved in one of the many activities of her busy boys, she enjoys having a quiet moment with a good book and spending time with family and friends.
