Sara started her career with ClearView Wealth Advisors in 2019. She helps to build and maintain our social media platforms. She also coordinates reviews with advisors and clients to help ensure client’s portfolios are being reviewed/maintained. She is responsible for assisting new business needs such as processing applications and service requests, as well as being an additional contact on an ongoing basis. One of Sara’s biggest contributions to the team is her marketing incentives, attention to detail and witty personality.
Sara has been a lifelong resident of Maryland. She bought her first home in 2017 and now resides in Carroll County, MD with her mother, Vicky and cat Reese. In her free time, she enjoys spending time at the Fire Department where she is a Volunteer Firefighter/EMT and the Secretary for the Howard County Volunteer Firefighters Association.