As an associate adviser, Sarah works alongside senior and lead advisers on the team to support client needs. She is dedicated to delivering thoughtful, reliable, and effective financial advice that is in line with Verum’s core values.

Sarah first became interested in financial planning and wealth management after graduating with her master’s in management from Wake Forest. Sarah’s passion for helping individuals and families to achieve their goals led her to a career in financial advising.

Previously, Sarah served as a district manager with Tristate Financial Advisors where she managed a team of seven financial consultants. In her role, Sarah helped them to establish their first client relationships and to gain an understanding of the advisory industry.

Outside of work, Sarah enjoys spending time with her family and will jump at any opportunity to be outside. Some of her main hobbies include going on walks with her dog, hiking, and playing soccer at many of the local Charlotte parks.