Sarah joined J.E. Wilson Advisors with over six years of executive-level administrative experience in the non-profit industry. Sarah also has experience in Public Relations, Social Media, and Development. As Financial Planning Assistant, her primary responsibilities revolve around assisting clients with action steps towards their goals, communicating with clients on routine questions and preparing planning items for client meetings.
Sarah is a graduate of Midlands Technical College with a degree in business administration. She also earned her paraplanner designation in December 2020.
Sarah enjoys traveling, hiking, and spending time with family.