Sara joined Homrich Berg in October 2021 in our new Palm Beach Office and is currently a Manager within Client Service Operations. In this role, Sara is responsible for supporting the initiatives of investment and planning advisors which includes but is not limited to the management of the Palm Beach office and day-to day client account administration; client service, cash movements, bill pay, client onboarding, custodial paperwork, private equity paperwork and investment reporting. Additionally, she manages tax reporting for CPAs and coordinates 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 9 years and spent one year at Merrill Lynch as a Client Associate.
Sara graduated with a B.S. 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. Sara has two teenage boys and enjoys spending her time outdoors playing tennis, biking, kayaking or walking her dog, Cooper.