Sarah is a Wealth Advisor for Colony Family Offices and a Trust Advisor for Colony Trust Company. Sarah works with the client service team to provide operational and analytical services for families. She works closely with families on various projects, specializing in grant administration for family foundations. Sarah is responsible for proactively identifying, evaluating, mitigating, and reporting on compliance and operational opportunities. Sarah has more than 17 years of operational, planning, and compliance experience serving affluent families.

Prior to joining Colony, Sarah was a Family Services Coordinator at GenSpring Family Offices, LLC, where she worked closely with client service teams to provide comprehensive support and dedicated service to ultra-high net worth clients. She also served on various committees to improve operational efficiencies, allowing for more focus on serving clients. Sarah began her career at Carolina Capital Consulting, serving high net worth families and supporting the organization as a compliance manager.

Sarah earned her Bachelor of Arts Degree from Queens University of Charlotte graduating magna cum laude, and her MBA from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School. Sarah also holds the CERTIFIED FINANCIAL PLANNER™ designation.