Sarah holds the CERTIFIED FINANCIAL PLANNER® certification and Chartered Advisor of Senior Living designation. She is a Senior Partner and has over 30 years of experience in the Financial Service Industry.
Sarah caters to the unique needs of clients covering such items as financial, health, psychological and sociological issues. She is a firm believer of providing professional service with integrity, objectivity, confidentiality, and professionalism.
Sarah graduated from SUNY Brockport with a Bachelor’s Degree in Business Administration and a minor in Health Economics. She is an outdoor enthusiast and enjoys downhill skiing, golfing and hiking with her dog.