- B.S. in Economics
- MBA with a concentration in Finance
- Monmouth University
Registrations and Licenses:
- Series 7, 66, Life & Health, Property & Casualty
- Member of Board of Directors for North Central New Jersey NAIFA
Sarah joined Allied Wealth Partners in the Fall of 2018 in the role of Financial Advisor and Case Manager working out of the firm’s Jersey Shore location.
After graduating from Monmouth University, where she earned a B.S. in Economics, Sarah went on to pursue a Master of Business Administration with an emphasis in Finance from this same institution. In addition, she has attained her Life and Health Insurance Licenses, as well as FINRA Series 7 and 66 registrations.
Prior to joining Allied Wealth Partners, Sarah worked as a Financial Advisor with both MetLife Premier Group of New Jersey and Creative Financial Strategies, a member of the MassMutual Financial Group.
Working with a team of financial professionals, Sarah works diligently with her clients to help them to identify their financial goals and offers to them solutions to help ensure they achieve their short and long term financial objectives.
A resident of Toms River, NJ Sarah is currently on the Board of Directors of the Monmouth/Ocean county chapter of National Association of Insurance and Financial Advisors (NAIFA) fulfilling the role of Board Secretary. In this role she helps to foster the organization’s mission of promoting the ethical conduct of its members.