As Director of Compliance and Fund Operations, Sarah upholds firm-wide adherence to SEC regulations and oversees the operations of the FWG Private Fund. With a BA in Political Science from Stetson University, Sarah also holds an impressive array of licenses, including FINRA Series 7, 63, 65, 9, and 10, along with Florida and California insurance and variable annuity licenses.
Since joining Fortress Wealth Group in 2022, Sarah has been driven by a passion for financial education, believing it to be a crucial element for a successful life. She takes great joy in educating others, helping them to achieve better financial outcomes.
Outside of work, Sarah enjoys traveling to new places, especially Ireland, which has become her favorite destination. She also loves playing the piano, staying fit, and spending quality time with her family—her husband Chris, their three children Malachi, Abigail, and Hannah, and their beloved dog, Rocky.
Growing up in Southwest Florida and residing in Orlando for over 20 years, aside from a brief four-year stint in Southern California, Sarah has deep roots in her community. A unique fact about Sarah: she graduated from college and got married the very next day, and at one point, she had three children under the age of three—a testament to her efficiency and organizational skills. Sarah is also actively involved in various volunteer activities, reflecting her commitment to giving back to the community.