Sarah is a Daytona Beach, Florida native with a passion for serving her community and helping families explore strategies to reach their financial goals. With over nine years in the financial industry, Sarah provides trusted guidance to growing families, successful professionals, and retirees seeking clarity and confidence in their financial future.

She holds a Bachelor’s Degree in Marketing and Business from the University of Central Florida, FINRA Series 6, 63, 7 and 65 licenses, and a 2-15 insurance license. Sarah is committed to maintaining her ongoing education and training to stay current with the latest financial strategies and regulatory changes.

Sarah’s dedication to financial planning is shaped by her own life experiences. During her adolescence, both of her parents passed away, and she experienced firsthand how difficult financial challenges can be without preparation. After losing her father, her family’s business and home were impacted by the 2008 financial crisis, all while she cared for her mother during her battle with brain cancer.

These experiences guide her approach today. Sarah understands how important it is to help families prepare for the unexpected, minimize risks, and protect the wealth they work hard to build. With empathy and personal insight, she walks alongside clients as they navigate decisions that shape their financial future.

Alisha joined the team in 2023 as Office Manager. She is a graduate of Valencia College, and brings more than a decade of experience in both office management and the financial industry, along with a background in the legal field. Alisha is dedicated to creating an organized and supportive environment for both clients and team members.

Her role ensures that the practice runs smoothly so that every client receives timely service and clear communication. Known for her dedication and warmth, Alisha values family and finds joy in helping others. She has become an essential part of the team’s ability to serve clients with care and professionalism.