Meet Sarah

Sarah joined DSF Wealth Management in February 2016 as a Relationship Manager. She is primarily responsible for building successful relationships with clients, providing them with excellent support, and managing all back-office operations.

Sarah graduated from the University of Tennessee at Chattanooga with a major in Biology & Chemistry, then worked for a non-profit medical organization and as a C-level Executive Assistant for eight years before discovering her affinity for the financial world.

She enjoys spending time with family and friends across the country, finding new trails to hike, and exploring all the great food Atlanta has to offer. 

Sarah earned her FINANCIAL PARAPLANNER QUALIFIED PROFESSIONALTM certification in December 2017 and is working her way toward becoming an Associate Wealth Advisor.


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:


Something on Sarah’s bucket list:

Hike the entire Appalachian Trail

Place Sarah would most like to visit:


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