Who We Are

Sarah brings to Meridian more than 15 years of experience in investment and trusts, coupled with an ability to clearly communicate a client’s unique path to financial peace of mind. Respected by her peers for smart investment strategies, retirement planning skills, and estate and trust expertise, Sarah brings clarity to those who come to her for help.

After graduating from Campbell University in 1999 with a degree in Trust Management and Financial Planning, Sarah joined the Trust department of Peoples National Bank, which ultimately became BB&T Wealth Management. While at BB&T, Sarah realized she wanted to help people plan for all their financial needs, not just trust assets. So she passed the rigorous Certified Financial Planner® exam. Seeking greater opportunities to work directly with clients, she left BB&T in 2004 and joined TFB Wealth Management.

At TFB, Sarah poured her energy into developing their financial planning program, helping hundreds of individuals, families, and small-business owners plan for and achieve their life goals.

When she’s not reading the Journal of Financial Planning, BusinessWeek, or some other fun magazine, Sarah enjoys spending time with her husband, three children, and giant dogs in their Fauquier community. She is a founding member of Leadership Fauquier, a leadership development organization, and enjoys volunteering with local nonprofits.

As for her own life goals, Sarah occasionally gets to indulge her love of cooking and travel by making something other than hot dogs or chicken nuggets, or by driving further than two hours from Warrenton. Sarah’s own financial planning goals are to build a life that allows her to both cook and travel more often.