As Wealth Advisor, Sarah works with clients to develop, implement, and monitor tailored financial solutions. She is a Partner of JFS and also a member of the firm’s Investment Committee. Prior to joining JFS in 2011 in the Pittsburgh office, Sarah worked as a portfolio administrator for BNY Mellon Wealth Management in Harrisburg, PA.
Sarah is a member of the Financial Planning Association (FPA) and the Investment & Wealth Institute®. She earned a Bachelor’s Degree in Business Administration from Shippensburg (PA) University and her CERTIFIED FINANCIAL PLANNER™ certification in 2010. Sarah also earned the Certified Investment Management Analyst® certification in 2014 by completing the CIMA® program the University of Pennsylvania’s Wharton School of Finance in partnership with the Investments & Wealth Institute®.
She lives in the Pittsburgh Metropolitan area with her husband and 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.