With nearly 20 years of experience working in IRA compliance, Sara works with our team to ensure proper administration of trusts and IRAs, which helps our clients make sound financial decisions.
She earned a Bachelor of Science in finance from the University of Tennessee in 2000.
Sara resides in Oak Ridge with her husband, Thomas, and their children, Ivy, Olive and Dizzy. She serves as a committee member for the Oak Ridge Junior Playhouse, and in her spare time enjoys hiking and reading.