Since 2023, Sarah has delivered exceptional support to our clients as an Assistant Portfolio Manager. She now continues that commitment as a Retirement Advisor, helping clients plan confidently for the future.

Previously, Sarah worked as an Accountant for the Commander’s Family of Restaurants in New Orleans for 6 years.  When she returned to Meridian in September 2020, she continued her background in accounting at Henderson Steel Corp.

She holds a Bachelor of Business Administration in Finance from Mississippi State University. Sarah has earned her Investment Foundations Certificate from the CFA Institute.  She is also preparing to become a candidate for the Certified Investment Management Analyst program.