Sarah joined the Hermitage Wealth Management team in January of 2025 as a Retirement Plan Relationship Manager and will be helping service our 401(k) plan clients.
She attended the University of North Carolina at Chapel Hill, graduating with distinction in 2003 with a Bachelor of Science in Business Administration. Her experience in financial services spanned eight years working at The Hartford where her responsibilities included underwriting Fiduciary Liability insurance.
While most of her free time outside of the office is spent trying to keep up with her two active daughters, Sarah also has a passion for organization, tennis, and enjoying quality time with friends and family.