As a Financial Planning Specialist, Sara works closely with financial advisors to simplify the financial planning process and ensure clients can easily achieve their unique goals. Sara excels at analyzing each client’s specific financial situation, uncovering both strengths and areas for improvement to enhance their financial health.
She holds a Master of Professional Studies in Management with a minor in Finance from the S.C. Johnson College of Business at Cornell University. Before joining WestPoint, Sara began her career at JPMorgan Chase & Co. in wealth and asset management.
Sara currently holds the SIE, Series 6, Series 63, and Series 65 licenses, and is working toward obtaining her Series 7 license. Outside of work, she enjoys reading, cooking for her family, and spending time with her cat, Bella.
