Sarah Taylor

Meet Sarah

Sarah joined DSF Wealth Management in 2016, bringing with her a passion for building quality relationships and providing excellent support to the people who rely on her. She oversees firm operations, marketing, and technology, and she assists clients with retirement planning, education planning, and cash/debt management strategies.

Sarah graduated from the University of Tennessee at Chattanooga with a major in biology and chemistry. She worked for a non-profit medical organization and then as a C-level executive assistant in the restaurant industry before discovering her affinity for the financial world.

Sarah enjoys adventuring to see family and friends across the country with her husband, finding new trails to hike, and exploring all the great food Atlanta has to offer.

Sarah earned her FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ designation in 2017 and obtained her Series 65 license in 2022.

Favorite quote:

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou

If Sarah could meet anyone, past or present, it would be:

Albert Einstein

Favorite book:

A Confederacy of Dunces by John Kennedy Toole

Favorite TV show:

The Office (U.S.)

What motivates Sarah:

Building relationships and enhancing her financial knowledge base

Favorite holiday:

Thanksgiving

Something on Sarah’s bucket list:

Hike the entire Appalachian Trail

Place Sarah would most like to visit:

Italy

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