Sarah is a Senior Wealth Advisor at Heritage Wealth Advisors and a partner in the firm. She serves existing and new client relationships in the areas of tax preparation, financial planning, which includes retirement planning and Roth conversions, and estate planning.

Sarah’s primary focus and greatest joy is providing clients with exceptional and comprehensive service.  She likes to strategize with clientele, offering empathy and support, and helping them to feel secure about their own financial picture. She wants people to be comfortable as stewards of their wealth and confident in their abilities to oversee their financial goals.

Sarah is sensitive to the fact that clients often face two decisions in financial planning—a numerical one and an emotional one. She knows from experience that sometimes the right answer on paper is not the best answer. That’s why she likes to give people options that consider not just dollar values but the family dynamic, personal freedom, lifestyle choices—and peace of mind.

Heritage Wealth Advisors is a large company, but Sarah, who is one of the six partners, appreciates the firm’s entrepreneurial spirit where she can work on many different aspects of a client’s financial picture—not just investment management.

Her deep knowledge of the field is rooted in the more than six years she worked at PwC. As Assurance Manager, she focused on technical financial accounting for publicly traded Fortune 500 companies. As a lead and project manager on the audit team, Sarah learned how to be resourceful in any situation. The experience for her was like a master’s degree in client relationship management, where she perfected her skills in timeliness, consistency, and efficiency, discovering how to ask the right questions, problem-solve, and make sure nothing falls through the cracks.

She enjoys being a part of various professional associations and meeting a network of colleagues who challenge her and sharpen her skills. This “Rolodex of the right people” enables Sarah to be an expert on who the experts are and gives her many confidants she can call at any time with advice or questions.

Sarah earned her Bachelor of Science degree in Business Administration and Accounting, magna cum laude, from West Virginia University.  She is a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). 

She grew up in Richmond, VA, and now lives in Pittsburgh, PA, with her husband, Blaine, and their two young daughters, Amelia, and Eliza, along with their dog, Moose.