Sarah joined DSF Wealth Management in February 2016 as a Relationship Manager. In this role she is primarily responsible for building successful relationships with clients and providing them with excellent support. Additionally, she oversees many aspects of the company’s daily operations including marketing, technology assistance, coordinating meetings and events, and managing reporting requests for tax and performance statements.
Prior to joining the team, Sarah spent eight years working as a C-Level Executive Assistant where she gained ample experience in learning how to best take care of client needs. Providing people with exceptional service while getting to know them personally is what has driven Sarah’s career and what will propel her to reaching her own goal of becoming an Associate Wealth Advisor.
Sarah graduated from the University of Tennessee at Chattanooga with a major in Biology &
Chemistry, and science still remains a dedicated passion of hers. While away from the office, she enjoys spending time with family and friends across the country, hitting the hiking trails throughout Georgia and Tennessee, and exploring all the activities and amenities Atlanta has to offer.
Sarah earned her FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ certification in December 2017.