Sarah is a Client Relationship Manager. She earned a degree in Political Science, and later an Accounting degree, from Temple University. She began her career at a large national financial services firm as a financial advisor and worked for a national tax preparation company exclusively preparing individual tax returns and handling tax related issues. At Summit Wealth Group, Sarah coordinates all client planning activity, and actively participates in advising clients as a financial advisor, and manages our tax preparation services. She is an Enrolled Agent, which enables her to represent clients in front of the Internal Revenue Service. She is also the Treasurer of the Town of Plainfield, NH. Sarah, her husband Mark, and their two sons enjoy skiing, gardening, horseback riding, boating, and spending time on Lake Winnipesaukee.