Consultant & President of Preferred Financial Strategies
CERTIFIED FINANCIAL PLANNERTM
Sara has been in the Financial Services industry since 1979. Beginning as a Registered Representative with a national Financial Planning Firm, she advanced to District Manager and then to Division Manager. At the time, she was the youngest Division Manager in the firm and the second female appointed to the position. She expanded her operation to include 4 registered offices in the Carolinas, and had up to 60 registered representatives working with her.
Independent since 1990, she maintains a commitment to provide objective non-proprietary advice. A trusted advisor for generations of clients, she strives to continue to build meaningful lifetime personal and working relationships addressing many different aspects of financial planning.
*Sara offers securities and investment advisory services offered through FSC Securities Corporation, a registered broker-dealer, member FINRA/SIPC. Sara is not affiliated with Opus Financial Advisors.