“All of us at Truepoint are dedicated to making our client’s lives better in any way we can. Whether that’s by constructing a plan designed to weather any storm or by lending a listening ear, we are here to help.”
Sarah’s Story
Sarah’s favorite part of her role as a wealth advisor is helping clients identify their values and goals. She loves learning who and what is most important to our clients and uses that knowledge as the driving force to create a well-built financial plan.
Outside of the office, Sarah loves to spend time with her daughter, Palmer, husband, Nick, and her beloved dogs, Stella and Chloe. She serves as the nursery coordinator at her church and enjoys spending a few Sundays a month wrangling a group of energetic toddlers. She also serves on the Board of Directors for Sweet Cheeks Diaper Bank and assists them in their fundraising efforts.