Sarah joined J.E. Wilson Advisors with over six years of administrative experience. During her previous role as Executive Assistant she provided executive-level administrative, financial, and organizational support to assist operations for a Non-Profit Organization. Sarah also has an extensive amount of experience in Public Relations and Development. Her primary responsibilities, as the Financial Planning Assistant revolve around assisting clients with actions steps towards their goals and preparing planning items for client meetings.
Sarah is a graduate of Midlands Technical College with an associate degrees in business administration. In her spare time, she enjoys traveling, hiking, and spending time with family.