CFP®, CFE, MBA
Sarah is a principal of Aequitas Wealth Management. She earned her MBA from Thunderbird School of Global Management and her undergraduate degree at Drury University in Missouri. She holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.
Sarah has over 30 years of financial services experience and has held senior positions in New York, Paris, Amsterdam and Oslo with Manufacturers Hanover Trust Company (now JP Morgan Chase), Ernst & Young Consulting, and Crédit Agricole SA. Sarah is fluent in French.
She is a Member of the Board of Trustees of Drury University in Missouri and a Member and former President of the Beverly Hills Estate Planning Council.
Sarah is a regular runner and has competed in races from 5Ks to marathons. She also appreciates fine wine.