Sarah has extensive knowledge in retirement, mortgage, estate, education and asset allocation. While working for a large home builder in their mortgage department, Sarah realized she had a passion for helping people make the right financial choices to be financially independent. She became a financial advisor in 2006 and joined The Gress Lodge Group in 2008. In order to increase her knowledge, Sarah became a CERTIFIED FINANCIAL PLANNER professional in 2012. Her experience and education compliments Richard’s and allows the team to provide comprehensive wealth planning to our clients.
Sarah is a graduate from the University of Florida. She met her husband, Ryan, there and a few years after graduating they moved to Sarasota. They have three little children, RJ, Kelsey, and Taylor. In Sarah’s free time she enjoys boating, fishing, running, cooking and being with family and friends.