Sarah is a Wealth Advisor in the Family Office group at HB Wealth, where she partners with ultra-high-net-worth families to deliver comprehensive investment and financial planning solutions. She joined the firm in July 2021 and works closely with a team to develop and implement a broad range of customized strategies tailored to each client’s unique goals.
Before joining HB Wealth, Sarah spent three years at Brown Advisory in Baltimore, where she was a member of the Private Client team working with high-net-worth individuals, families, endowments, and foundations.
Sarah earned her Bachelor of Business Administration from the University of Notre Dame. She became a Chartered Financial Analyst (CFA®) charterholder in 2021 and is a member of both the CFA Institute and the CFA Society of Atlanta. In 2023, she obtained the CERTIFIED FINANCIAL PLANNER™ certification to deepen her ability to guide clients through all aspects of their financial lives.
Sarah lives near Chastain Park with her husband, Hodges. In her free time, she enjoys traveling, tennis, golf, and rooting for the Irish and the Ravens.