Making the move from a large financial institution to a boutique advisory firm was a choice Sarah made easily after seeing the value Integrity provides to each client’s individual financial situation. Sarah oversees all investment activities of the firm, including monitoring portfolio models, manager research, capital market model development, asset allocation implementation, and risk management. She also meets with clients to review investment portfolios and implement a holistic financial plan. With a strong background in business finance and commercial banking, Sarah previously provided financial products and services to companies with annual revenues between $20 and $500 million. As a pillar of the Integrity team, Sarah enjoys meeting the unique needs of clients and business owners alike, helping to put their financial needs in order so they can focus on things that matter most.
In 2016, Sarah and her husband opened their own small business providing Sarah with the unique perspective of each business owner Integrity serves.
Sarah is an avid snowboarder and enjoys traveling all over the world, having lived abroad in Italy for a time. In addition to visiting new countries, Sarah is actively engaged in non-profits aimed at supporting children and victims of injustice.