Sarah is a graduate of the University of Houston and was a part of the financial planning program at C.T. Bauer College of Business. She worked her way through school and was a member of the Finance Association, as well. She is our Associate Financial Planner at Heritage Wealth Management and enjoys educating families how to be financially successful.
In her free time, she likes to visit National parks around Houston and loves to travel every chance she gets. Sarah currently resides in Katy, Texas and is very active in her community.