Sara is excited to begin her journey with Trinity Wealth Partners as an Associate Advisor.

With a rich background in Client Service roles ranging across the Insurance and Banking Industry, she brings a diverse skill set to the table.

Sara is passionate for genuine conversations and is eager to cultivate these long-term relationships with clients.

Sara’s daughter keeps her busy during the evenings with basketball practice and weekend games. She enjoys spending time with her boyfriend, Jacques, planning their next travel spot, hiking, or enjoying time with their friends.

Sara is committed to learning and growing with Trinity Wealth to support individuals as they navigate the retirement journey and embrace the possibilities of the next chapter.