Since 2023, Sarah has delivered exceptional support to our clients as an Assistant Portfolio Manager and is now serving as the Retirement Advisor for our customers. 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.