As an Associate Wealth Advisor at The Colony Group, Sarah works with a team of wealth advisors to provide investment management, financial planning, and tax planning services to high-net-worth individuals and families. Her desire to help clients meet their financial goals and create lasting relationships is what led her to the wealth management industry.
Prior to joining The Colony Group, Sarah worked for EY in their audit practice and then as a corporate accountant for a publicly-traded real estate investment trust. She attended Rhodes College in Memphis, Tennessee, where she earned a Bachelor of Arts in Business and a Master of Science in Accounting. While in school, she attained her CPA, passing all four parts on the first try.
Outside of the office, she enjoys traveling, playing tennis, and spending time with family and friends. Sarah is proud of Colony’s Her Wealth® initiative and their mission to educate and empower women about their wealth.