Sarah is an experienced Wealth Advisor who specializes in designing, implementing, and overseeing customized financial strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. She is known for taking a thoughtful, planning-driven approach that aligns complex financial decisions with each client’s long-term goals and values.
As a Partner of JFS and Regional Director, Sarah plays an integral role in the firm’s leadership and strategic direction. She serves on the Investment Committee and is an active member of the Financial Planning & Wealth Strategies and Business Development/Marketing teams, contributing to both the firm’s investment oversight and client experience. Prior to joining JFS in 2011, Sarah worked with BNY Mellon Wealth Management in Harrisburg, Pennsylvania, where she developed a strong foundation in serving affluent clients.
Sarah is a member of the Financial Planning Association and the Investments & Wealth Institute. She earned her Bachelor of Science in Business Administration with a concentration in Finance from Shippensburg University. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, as well as the Certified Investment Management Analyst® (CIMA®) designation, earned through the Wharton School of the University of Pennsylvania, and the Certified Private Wealth Advisor® (CPWA®) designation, completed through the Yale School of Management in partnership with the Investments & Wealth Institute. Sarah was named to the InvestmentNews $100M Club: Top Female Financial Advisors in the U.S. in both 2025 and 2026. No compensation was paid to obtain or market these awards.
Sarah resides in the Pittsburgh metropolitan area with her husband and two sons. Outside of work, she enjoys spending time with family and friends and finding quiet moments to unwind with a good book.
