Experience

Prior to joining UBS, Carrie spent the last 15 years as a Vice President & Business Banking Relationship Manager-- advising business owners and key executives on how to best grow their business while partnering with their Centers of Influence.  With her unique experience and countless close relationships within the business community, Carrie is able to add even more value to our already, lasting client relationships.

Carrie received her B.A. in Public Relations/Advertising, a Minor in Business Administration from The Pennsylvania State University, and is a proud member of their Schreyer Honors College. She also holds her Series 7 & 66 Securities licenses, as well as Life, Accident, and Health Insurance licenses.  Carrie also holds the unique CEPA accreditation-- Certified Exit Planning Advisor.  Today she resides in Blue Bell, PA with her husband Chris.

Sara has been in the financial services industry for nearly 15 years working alongside Financial Advisors and their clients. Her attention to detail and commitment to providing exceptional customer service is second to none, making her an integral part of the team.

Sara has earned her Series 7, 66, & 31 as well as Life, Health and Disability Insurance licenses. She is a 2006 graduate from Bloomsburg University and graduated with a B.S. in Marketing. Sara resides in Harleysville, PA with her husband Rich, daughter Reese, and son Colton.