Sara is responsible for supervising administrative staff within the Wealth Management Group. In addition, Sara establishes new accounts and provides ongoing client service, including tracking capital flows and quarterly report processing. Prior to joining EBS in 2012, she worked in the financial services industry in similar roles for 15 years.
Sara prides herself in developing both a professional and personal relationship with the clients she serves.
Sara is married with two children. When not working Sara enjoys hiking, taking on home-improvement projects and crafting. While in college, Sara was a member of the University of Dayton’s women’s golf team and she still competes as a member of the LPGA Amateur Golf Association.