Sara joined Blue Hills Wealth Management in 2013. She is a CERTIFIED FINANCIAL PLANNER™ Professional, as well as a Certified College Funding Specialist™.
A graduate of Ursinus College, Sara completed a dual major in International Relations and Media/ Communications. Her prior experience and these studies led her to realize that financial advising was the culmination of what she loved- analytics, problem-solving and people.
As an advisor at the firm, Sara specializes in retirement income planning, accumulation planning, as well as college funding solutions. In addition to advising, Sara champions all marketing and client relation initiatives- creating holistic financial education programs such as Blue Hill’s Life On Purpose Series. The work she does, both as an advisor and client relationship manager, is meant to set Blue Hills Wealth Management clients on a path of confidence and comfort.
As a third-generation advisor, it’s in her blood. The attention and personal care toward each relationship is why clients have trusted Blue Hills Wealth Management with their financial futures since 1961.
Outside of her job, Sara dances in a Boston Company, loves to write, read and travel. As an avid collector of hobbies she also loves photography and attempting to play the ukulele. Sara's dog Teddy (a miniature Goldendoodle), enjoys his own position in the office!
What's a CFP® professional?
CFP® – The Certified Financial Planner® professional must develop their theoretical and practical financial planning knowledge by completing a comprehensive course of study at a college with a financial planning curriculum and meet ongoing experience, educational, and ethical requirements.
What's a CCFS™?
CCFS™ – The Certified College Funding Specialist™ is not only trained in all the financial products that can be used to fund college, but also in tax, debt, cash flow, and financial aid strategies that can free up extra money to cover other college costs.