Sara works with plan sponsors as a plan consultant and education specialist in SRP’s Austin office. Over the past dozen years, she has worked on all types of retirement plans from the micro-market to the mega-market, from private employer plans to public pensions. Each experience has broadened her horizons and allows her to bring unique perspectives to each project she tackles for clients.

Sara earned her MBA from St. Edward’s University with a concentration in finance. She has a Bachelor of Science from the University of South Carolina, Darla Moore School of Business. Go Gamecocks!

She holds the Series 65 license and CPFA (Certified Plan Fiduciary Advisor) designation.

When Sara is not working, you can find her at home reading, working in the yard, exercising and hanging out with family and friends.