Retire Your Way Dream it, plan it, live it.

Sarah discovered her passion for financial services while helping families protect their homes with mortgage protection insurance. This experience ignited her commitment to guiding clients toward financial confidence and stability, leading her to pursue additional credentials and licenses to better serve clients’ needs.

With a deep commitment to personalized financial planning, Sarah leverages her extensive knowledge to guide individuals through the important transition into retirement, working to help them protect and enjoy the assets they’ve built over the years.

Sarah is a professional who can offer investment services and insurance products. She focuses on understanding each client’s unique risk tolerance and financial goals, tailoring strategies that support their needs. Her goal is to help clients feel heard and understood throughout the planning process, fostering comfort and clarity as they make important decisions.

With a career foundation in life insurance and a broad knowledge of annuities and asset management, Sarah crafts financial strategies that seek to balance both stability and growth. Her comprehensive approach aims to give every client a clear, actionable path forward as they step into retirement.

Sarah lives in Conway, South Carolina, with her Bengal cat, Lilikoi, and her Siamese cat, Luca. She prides herself on being the fun, cool aunt to her nephew, Andrew, and niece, Abbey.

Outside the office, Sarah enjoys cooking, yoga and embracing life by the ocean — a constant source of inspiration.

The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation.