Sara joined Marbury Wealth Management in 2017, is in charge of our Office Administration, and is the first point of contact for all of our clients. In her role, she serves as the office concierge and ensures that all of our clients are provided with the highest level of satisfaction. Sara will be responsible for scheduling all of our client review meetings in addition to assisting the lead advisors with various tasks. As the first point of contact for incoming calls, she will direct callers to the appropriate staff to expedite a solution.
Sara previously worked in both the insurance and patient care industry. Most recently she served as the Office Administrator for a manufacturing firm in Pittsburgh. Sara is a 2015 graduate of Carlow University and holds a Bachelor of Science in Management of Health Services, and resides in Gibsonia.