Speak with a Financial Expert
Speak with a Financial Expert

Sarah is eager and driven to provide the best experience and service to clients.

She enjoys working with clients helping them reach their financial and personal goals.

Sarah earned her Bachelor of Science degree in Finance at Salisbury University. While attending Salisbury University, she was a member of the varsity woman’s lacrosse program.

After college, Sarah began her career at Hightower Advisors in Madison, NJ. During her time there, she grew into the role of Associate Wealth Advisor working with a team helping approximately 400 households and managing $250 million in assets.

Wanting a new adventure, Sarah moved to Lexington, Kentucky and accepted the role of Senior Client Service Associate with Raymond James. During this time, she had the opportunity of assisting an advisor with 160 households and approximately $140 million in managed assets. 

Sarah recently relocated to Annapolis, MD and  joined the Bay Point Wealth team in November 2020. She is an Associate Financial Advisor, providing analysis and support related to client planning and investment needs.

In her free time, Sarah enjoys spending time with her dog, Murphy, or relaxing with her family and friends. She loves traveling, hiking, and baking or trying new foods.  

Certifications & Education

  • Bachelor’s of Science degree in Finance

Specialties 

  • Financial Planning
  • Cash Flow Analysis