In Sarah's Own Words

Learning about a client's vision for their future and helping them take practical financial steps to pursue it is what fuels my work.

Sarah's Bio

Sarah is a Client Service Associate at Pachira Wealth Management. Originally from Fort Ann, NY, Sarah developed a strong connection to her community and values the importance of building meaningful relationships both personally and professionally. After earning a Bachelor of Science in Business Economics with a concentration in Finance from SUNY Oneonta-where she also played softball and soccer-Sarah was inspired to pursue a career in financial advising. She recognizes that thoughtful financial planning can transform lives by providing clarity, confidence, and the freedom to pursue what matters most. Currently, Sarah supports both clients and advisors behind the scenes, ensuring every detail is handled with care while also beginning to support advisory and planning responsibilities. She holds her Series 7 and Series 66 registrations, along with New York State Life, Accident & Health Insurance licenses, equipping her to provide comprehensive support and guidance. Outside of work, Sarah enjoys staying active by going to the gym, playing pickleball, and skiing, while also taking time to relax and unwind on the lake with family.