Sarah Harrison

Sarah has worked in the financial services industry for almost 6 years, specializing in client onboarding and supporting a variety of client service needs.

She works closely with clients and internal teams to help make the financial planning process smooth and straightforward - from assisting clients with account setup, to processing paperwork and requests efficiently, to answering questions along the way.

Sarah takes pride in being proactive and approachable, believing that financial planning is most effective when it’s understandable, tailored, and built on trust. She enjoys helping clients feel confident and informed every step of the way.

Outside of work, Sarah enjoys travel, golf, and watching documentaries.