Sarah began her career in the life insurance industry in 2002 and has held various roles in sales and service. She has extensive experience preparing comprehensive life insurance portfolio reviews for ultra-high net worth clientele.

Much of Sarah’s career was spent at a mutual life insurance company in various capacities such as wholesaler, client service manager, product management consultant, and trainer. She has extensive experience strategizing and designing cases and running illustrations.

Sarah earned her Bachelor of Fine Arts, cum laude, degree from the University of Massachusetts, Amherst. Additionally, she holds her life and health insurance license and is a Charted Life Underwriter (CLU) designation.

In her free time, Sarah enjoys running, snowboarding, and playing golf. She lives with her husband Nick and daughter Elle in Connecticut.