Sarah Smith

Sarah Smith

Sarah Smith
Client Service Specialist

Sarah (she/her) joined Willow Grove Advisors in 2022 after a decade-long career in the theare. In her role as a Client Service Specialist, she focuses her creativity and problem-solving mindset on helping to build a safe and secure place for all clients, as well as providing administrative and office-management support to the whole team.

Outside of work Sarah enjoys reading, crafting, and spending time in the mountains of her home state of Colorado.


  • B.A in Theatrical Arts and Classical Studies, University of Puget Sound
  • A.A in Pattern Making and Design, Apparel Arts
  • CFP®—Certified Financial Planner™ (UC Berkeley Extension – in Progress)
  • Series 65 Securities License
Sarah's Highlights

Costume Shop Manager with Marin Theatre Company

SFBATCC Award Winner for Costume Design 2019

Berkeley Rep, American Conservatory Theatre

Kappa Alpha Theta Member-Delta Iota Chapter