Originally from the Pittsburgh area, Sara lives in Charlotte, North Carolina with her family. Sara has her Bachelors Degree in Business Administration from the California University of Pennsylvania.

Sara volunteers for the Junior League of Charlotte, and enjoys supporting her advisors and team while working to take care of the needs of their clients.

Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Degrees & licensing

  • BS –Marketing

Areas of Specialization

  • Education Plans
  • Life Insurance
  • Disability Insurance
  • Retirement Plans

Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EisnerAmper Wealth Management and Corporate Benefits. EisnerAmper Wealth Management and Corporate Benefits is not affiliated with DAI Securities.