Grounded in discipline, fueled by compassion, and led by integrity.
Prioritizes a welcoming, stress-free experience rooted in kindness, comfort, and trust.
Sarah is a proud graduate of St. Bonaventure University, where she played lacrosse and graduated magna cum laude with a Bachelor of Business Management, before going on to earn her Master of Business Administration. As an Associate Advisor, she’s excited to bring positivity and energy to every client interaction, making financial planning something to enjoy rather than avoid.
Bachelor of Business Management, St. Bonaventure University
Master of Business Administration, St. Bonaventure University
Beneath the Surface
1
Claim to Fame
Earned a Division I athletic scholarship to play lacrosse at St. Bonaventure University where I had the honor of serving as team captain my senior year.
2
Enjoys
Visiting new countries, any animal that will let me pet them, lacrosse, family time, Inlet, NY, compassion, running, breakfast foods, being competitive, soccer, baking birthday cakes, leading, my BFF Tyler.
3
Family
A Clinton, NY native and the youngest of four, comes from a close-knit family.
