Financial advisor

Sarah entered the personal finance industry after graduating from Wake Forest University with her Master’s of Science in Management. Her career choice stems from her passion of pairing her business knowledge with her love of connecting with, understanding, and helping other people. Sarah’s previous experience includes completing an Americiorp’s program with City Year Columbus and managing a team of seven financial advisors at another local firm before jumping at the opportunity to work with Belmont Capital Advisors.

At BCA, Sarah is able to focus on client relationships and service through building and maintaining comprehensive financial plans. Outside of Belmont Capital, you can find Sarah at many of the local parks playing soccer, walking her dog, or just enjoying the outdoors!