As a Client Service Associate at The Colony Group, Sarah assists a team of wealth advisors with the day-to-day transactional needs of our clients, monitors portfolio performance, and prepares the advisors and clients for productive review meetings. Her desire to help clients meet their financial goals and create lasting relationships is what led her to the wealth management industry.
She has an acumen for numbers having passed all four parts of the CPA exam while in school and on the first try; something that she considers one of her greatest personal achievements.
Prior to joining The Colony Group, Sarah worked 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.
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.