Sarah ensures Retire SMART consistently follows financial planning best practices and meets regulatory requirements. She manages the compliance calendar and oversees key processes, including annual attestations, onboarding, and training.

Holding a B.S. in Criminal Justice with a minor in Communication, Sarah is adept at identifying procedural gaps and recommending clear improvements.

Sarah’s strength lies in coordinating projects and streamlining complex processes to enhance organizational efficiency and integrity. Her efforts help safeguard sensitive information and uphold the firm’s standards of trust and accountability.

Outside the office, Sarah enjoys reading, painting, and spending time with her family.