Sarah was born and raised in Preston County, West Virginia. She brings over five years of experience in financial services, supporting clients and advisors. Passionate about wealth management, Sarah believes financial planning plays a critical role in shaping a person's life and future. This belief drives a commitment to providing attentive service and helping clients feel confident and supported in their financial journey.

Outside of work, Sarah enjoys going to local coffee shops, working out at the gym, and attending church on Sundays.

Meet the rest of the team
Ron Wyatt
Ron Wyatt
Founder & CEO
Ryan Wyatt
Ryan Wyatt
Wealth Advisor
Nick Lewandowski
Nick Lewandowski
Wealth Advisor & Co-Chair, Investment Committee
Morgan Dunn
Morgan Dunn
Director of Operations
Rich Brown
Rich Brown
Director of Trading
Kingston Hollman
Kingston Hollman
Compliance Officer
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Ready to know
your income will last,
not just hope it will?

In a short introductory call, we’ll learn about you, answer your questions, and show you how we’d approach your retirement. No preparation required, no obligation, no follow-up unless you ask.

Schedule an introductory call
30 min
Introductory call
No fee
For the first call
Discreet
Phone or Zoom