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Sarah serves on the Executive Administration Team, supporting the firm’s advisors with all aspects of scheduling, communication, project management, event production, and compliance management.
Sarah also serves as the company’s controller, managing the firm’s payroll, benefits, and financial management.
Sarah earned her Associate’s degree in Executive Assistance from Aquinas College in Milton, MA, graduating with high honors and a member of Phi Beta Kappa.
Sarah is very involved in her local Lakeville, MA and church communities. She enjoys living a healthy lifestyle, and spending quality time with her husband, four active children, and two dogs.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
C12 equips Christian CEOs and owners to build great businesses for a greater purpose.
