Sara joined Horizon Wealth Partners in September 2025, bringing over 18 years of experience in the financial services industry. Since her graduation from college in 2006, Sara has developed her client service expertise at one of the industry’s largest asset management firms. Most recently, Sara was an internal sales specialist supporting a Retirement Services focused group.

At Horizon Wealth Partners, Sara supports the team with her strong operations and investment background, helping ensure a thoughtful client experience.

Sara and her husband, Alex reside in Marblehead with their two young daughters, Isla and Violet and their labradoodle, Hannah. When not working or spending time with her family, Sara is an avid reader and enjoys baking, cooking, gardening, and going to the beach.