Administrative Assistant

Focus

Sara provides operational and administrative support to help enhance daily business functions. She assists with internal processes and client service tasks, helping smooth operations across the practice. Sara enjoys the variety of responsibilities in her role and approaches each task with efficiency and attention to detail. 

She is actively expanding her knowledge of the financial services industry and is currently studying to become FINRA registered, working toward her long-term goal of a career in financial planning.

Outside the Office

Sara is from Clemmons, North Carolina, and enjoys outdoor activities, including fishing, exploring new places, and trying new foods. She also spends time with her family watching movies and traveling. Sara has a background in Taekwondo, earning her black belt at 13 and serving as a Junior Leader within her practice.