Areas of Focus
- Private Fund Operations
- Comprehensive Financial Planning
- Insurance
- Estate Planning
- Tax Strategies
- Small Business planning
- Retirement Planning
- Company Benefits
- Investment Strategies
Interests
Sarah enjoys spending time with her husband, three children and two dogs, watching sunsets over the ocean, a nice bottle of wine or cup of coffee with friends, playing the piano, traveling, and exploring new places, meeting new people, hiking, exercise and anything active.
Qualifications
- FINRA Series 7, 65, 63, 66, previous Series 9, 10
- Life and Health Insurance licensed in the State of Florida and California
Community Involvement
- The Geneva School
- Orlando Grace Church
- Christian HELP
- Stetson University Alumni
- St Jude’s Children’s Hospital
- Leukemia and Lymphoma Society
- New Missions
Education
- Bachelor of Science in Political Science and International Relations – Stetson University, DeLand 2007