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.