Sarah began her career in financial services in 1997 and jointed BB&T Scott & Stringfellow in 2018. Over the course of more than 20 years in the industry, Sarah has been involved in all aspects of wealth management including fixed income and equity research, retirement planning, strategy implementation and maintenance. At her previous firm, Sarah was a partner managing over $1B in assets.
The core of Sarah’s investment philosophy is based on holistic goal-based planning and management. She is results-driven and a firm believer she cannot lead her clients to success without understanding all aspects of their financial landscape.
Sarah utilizes fundamental and technical analysis to weigh the risk of each portfolio as it relates to her clients investment objectives and risk tolerance. Her goal is to manage the portfolios for growth while mitigating the downside risk, which she considers equally important. As with many things in life, she believes communications and a true understanding and appreciation of the client’s emotional involvement is critical the success of the relationship.
Sarah is an active volunteer for Vienna Youth Soccer and has been the commissioner for the past three years. She also works with the children in Vienna as a docent for the Grace Arts program.
Sarah lives in Vienna with her two sons who are both active in youth sports and she coaches her son's lacrosse team. Sarah and her boys also enjoy running together and have recently completed their seventh race.
Sarah is assisted by Victoria Roberts who began her financial services career in 2008 with Wachovia Securities. She transitioned to BB&T Scott & Stringfellow in 2009.
Victoria holds Series 7, 9, 10 and 66 securities registrations and earned her bachelor's degree from George Mason University in 2007. She also holds the Financial Paraplanner Qualified Professional FPQP™ (FPQP™) designation from the College for Financial Planning.