Senior Vice President–Wealth Management
Financial Advisor
Sarah is a co-founding partner of Columbia Wealth Management, a boutique financial advisory team that bridges generations and brings experience from many different areas of the industry. Sarah brings over a decade of experience to her roles of portfolio analysis and construction, financial planning and wealth advisory.
Sarah loves the relationships she has formed with clients and their families as she helps them pursue their financial goals and personal aspirations. She finds it extremely rewarding to help clients navigate life’s big decisions she feels honored by the trust placed in her team to seek to grow and protect each client’s nest egg, a responsibility she takes seriously.
After beginning her career at an institutional money management firm, Sarah embraced her natural strength of developing close personal connections by working directly with clients and she made the move to Wealth Management at UBS in 2011. Her role as a Senior Wealth Strategy Associate before she became a Financial Advisor sharpened her analytical base and gave her the fundamental critical thinking advantages used to create financial plans and structure investment portfolios.
Personally, Sarah enjoys traveling, particularly hiking in the national parks. She is an active fundraiser for the Pancreatic Cancer Action Network and has been a top fundraiser for the DC PurpleStride event for the past three years. Sarah’s husband Adam, daughter Leah and son Hunter love cheering on the Penn State Nittany Lions and exploring all of the sites around NoVa and DC.
Education
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
Sarah is a co-founding partner of Columbia Wealth Management, a boutique financial advisory team that bridges generations and brings experience from many different areas of the industry. Sarah brings over a decade of experience to her roles of portfolio analysis and construction, financial planning and wealth advisory.
Sarah loves the relationships she has formed with clients and their families as she helps them pursue their financial goals and personal aspirations. She finds it extremely rewarding to help clients navigate life’s big decisions she feels honored by the trust placed in her team to seek to grow and protect each client’s nest egg, a responsibility she takes seriously.
After beginning her career at an institutional money management firm, Sarah embraced her natural strength of developing close personal connections by working directly with clients and she made the move to Wealth Management at UBS in 2011. Her role as a Senior Wealth Strategy Associate before she became a Financial Advisor sharpened her analytical base and gave her the fundamental critical thinking advantages used to create financial plans and structure investment portfolios.
Personally, Sarah enjoys traveling, particularly hiking in the national parks. She is an active fundraiser for the Pancreatic Cancer Action Network and has been a top fundraiser for the DC PurpleStride event for the past three years. Sarah’s husband Adam, daughter Leah and son Hunter love cheering on the Penn State Nittany Lions and exploring all of the sites around NoVa and DC.
Education
Let's connect
Team Administrator
Growing up in a military family, an emphasis on respect and service to others was instilled in Ashley at an early age. Today, she embodies the core values she learned from her parents in her role within the team. Ashley manages all aspects of service including operations, administration, client on-boarding, and banking. In addition to client service, Ashley works with clients on developing and delivering financial plans. Ashley previously worked for the firm's Operations team where she expanded her skillset through obtaining professional licenses and developing an in-depth familiarity of UBS processes.
Ashley currently resides in Knoxville, TN with her husband, Matthew, daughter, Victoria, and German Shepherd, Dixie. Together they enjoy maintaining an active lifestyle, watching motorsports, and spending time with family.
Education
Team Administrator
Growing up in a military family, an emphasis on respect and service to others was instilled in Ashley at an early age. Today, she embodies the core values she learned from her parents in her role within the team. Ashley manages all aspects of service including operations, administration, client on-boarding, and banking. In addition to client service, Ashley works with clients on developing and delivering financial plans. Ashley previously worked for the firm's Operations team where she expanded her skillset through obtaining professional licenses and developing an in-depth familiarity of UBS processes.
Ashley currently resides in Knoxville, TN with her husband, Matthew, daughter, Victoria, and German Shepherd, Dixie. Together they enjoy maintaining an active lifestyle, watching motorsports, and spending time with family.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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