Sarah is a Paraplanner at Cascade Financial Partners. She graduated with a Bachelor of Science in Finance from Lee University, where she was a part of Kairos Honors and additional service programs. She enjoys partnering with advisors and clients to help make their goals a reality and ensure that they receive exceptional service throughout each step of the financial planning process. Her previous roles within financial services have inspired her to continue adding value for clients through planning, and she is currently working towards the CFP® designation.

Sarah recently moved from Massachusetts to San Diego, and loves the beach, traveling, and being active with family, friends, and her community.