Sara joined Homrich Berg in October 2021 and is currently a Manager within Client Service Operations for our Palm Beach and Tampa offices. In this role, Sara and her teams are responsible for supporting the initiatives of investment and planning advisors, which include but are not limited to office management and day-to-day client account administration; client service, cash movements, bill pay, client onboarding, custodial paperwork, alternative investment paperwork, and consolidated reporting. Additionally, she and her teams manage tax reporting for CPAs and coordinate the delivery of tax documents to clients and third-party advisors.
Prior to joining Homrich Berg, Sara was a Client Service Consultant in the GenSpring division (formerly GenSpring Family Offices) of Truist Bank for nine years and spent one year at Merrill Lynch as a Client Associate.
Sara graduated with a B.A. in Psychology from the University of Colorado at Boulder and is a Cannon Financial Institute Trust School graduate. She also completed the American Bankers Association Wealth and Foundational Trust School courses in 2021. When not working, Sara enjoys spending time with her husband and children exploring the Florida waters by boat and snorkeling.