Sara leads associate staff within the Wealth Management Group, where she also cultivates client relationships, establishes new accounts, and provides ongoing client service. Before joining EBS in 2012, she spent 15 years in similar roles within the financial services industry.
Outside of work, Sara enjoys time with her husband, two children, and Bernedoodle. A passionate fan of the University of Dayton Flyers Basketball team, she was also a member of the university’s women’s golf team and continues to compete in the LPGA Amateur Golf Association.