Sarah joined Heritage in January 2020 as an Associate Financial Planner after graduating from the University of Houston with a business degree in Finance. She was part of the Financial Planning Program at C.T. Bauer College of Business and had the opportunity to successfully complete two internships while in her senior year of school. She was employed throughout her entire college career and was also an active member of the Finance Association, where she hosted financial literacy workshops after class.
Sarah enjoys educating families how to be financially successful as well as having the ability to connect and build relationships that last a lifetime. With a decade of experience in customer service, Sarah loves to interact with people and looks forward to helping Heritage families plan for some of the most important milestones in life.
In her free time, she enjoys taking weekend trips, taking fun fitness classes, and spending time with family.