Sarah is a Tax Associate with Heritage Wealth Advisors. As a Tax Associate, Sarah assists the Director of Tax Services and Relationship Managers with servicing existing and new client relationships in the areas of tax preparation, financial planning and estate planning. Prior to joining Heritage Wealth Advisors, Sarah worked as an intern at Roseline Financial Group in Richmond, Virginia.
Sarah earned her Masters of Accountancy degree with a concentration in Information & Analytics from Virginia Commonwealth University. She is a Certified Public Accountant in the state of Virginia.