Sara holds FINRA Series 6, 7, and 26 licenses and brings 13 years of experience in the financial services industry to Marathon Financial Advisors. She was previously employed by Cadaret, Grant & Co., Inc., a subsidiary of Atria Wealth Solutions, where she worked in Operations providing customer support to financial advisors. Over time, her career transitioned into leading a team focused on testing financial software, which ultimately led to her role as AVP, Digital Product Manager. In this position, she was responsible for overseeing the development and enhancement of financial technology solutions.
Sara lives in Manlius with her 2 daughters. A passionate musician, she is an accomplished flutist who enjoys performing locally. Before beginning her career in finance, she successfully ran her own business as a full-time private flute instructor, managing a studio of over 50 students and directing two flute choirs.
In her spare time, Sara enjoys reading, attending live music performances, hiking the area's scenic waterfalls, and gardening in her backyard.