Sarah Smith

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.

Education

• 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