As a CERTIFIED FINANCIAL PLANNER™ certificant, Sarah understands and addresses the complex issues surrounding effective financial, investment, estate, and tax planning. She is dedicated to helping clients define and achieve their financial goals by developing strategic financial and investment plans and providing accountability.
Prior to joining Ronald Blue & Co. in 2006, Sarah worked as a Retirement Specialist with Vanguard. There she assisted shareholders with retirement solutions including IRAs, rollovers, asset transfers and complex retirement planning.
Sarah graduated from West Virginia University, where she earned her B.S. in Business Administration with a major in Finance.
Active in her community, Sarah leads the Benevolence and Financial Stewardship team for her church, Transformation Church, in Indian Land, SC. Sarah is a corporate member of the National Association of Personal Financial Advisors (NAPFA).
Sarah and her husband, Mack, live in Charlotte, Northe Carolina with their son Andrew.