Sarah joined Carroll Financial Associates, Inc. in June 2019. She previously worked for over eight years at LePhew Financial Services, Inc. As a financial adviser, she guides clients in regard to financial planning, investment advisory services, and tax planning and preparation.
Sarah is a Certified Financial Planner™ practitioner and also holds her series 65 license. A Rock Hill native, she is a graduate of Clemson University and holds a Bachelor of Science degree in Business Administration with a concentration in marketing.
Sarah enjoys working closely with her clients to help them define and develop a plan for pursuing their financial goals. Her clients cover a broad spectrum of age and area of focus. She knows that entrusting an advisor with assets you’ve worked a lifetime to accumulate is a very big decision. Sarah strives to form personal and long-lasting relationships with all of her clients to maintain that trust.
Sarah lives in Rock Hill with her husband, Tyler and their son Parks. She enjoys live music, traveling and spending time with her family and friends.
Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.