Sarah joined HB Wealth in 2022 and serves as a Senior Advisory Associate after working for Oakbridge Partners since 2021. She is a graduate from the University of Georgia’s Honors College in the Terry School of Business with a Bachelor’s degree in Finance. She also earned a minor in Spanish and a certificate in Music Business. Sarah was previously an Investment Banking Analyst in the Healthcare Group with Truist Securities. Sarah completed the University of Georgia’s Terry College of Business CFP® Certification Program and obtained her CERTIFIED FINANCIAL PLANNER® certification in the summer of 2023.
In her spare time, she enjoys exercise, live music, and Georgia football. Sarah currently lives in Atlanta, five minutes from where she grew up in Buckhead.