Sarah Catherine joined the team in 2019 after earning a bachelor’s degree in finance from Hofstra University in New York, where she was a starter for the Division 1 women’s tennis team. She served as the team captain and ended her collegiate career ranked third in Hofstra program history for her overall singles wins. Other accomplishments include being the Vice President of the Student Athletic Advisory Committee, a multiple time Dean’s list member, ITA Scholar-Athlete, and CAA Commissioner’s Academic Award recipient.

As a former collegiate D1 athlete, Sarah Catherine uses her competitive and strategic mindset to assist clients in navigating the markets and achieving their financial goals. She prides herself on developing a personal and lasting relationship with clients and understands the importance of their perceived value and trust. 

Sarah Catherine is a CERTIFIED FINANCIAL PLANNER™ professional and obtained a Certificate in Personal and Family Financial Planning from the University of Florida. In addition to the CFP® designation, she holds the SIE, Series 7, and Series 66 registrations, and a Life & Variable Annuity license in the state of Florida. Sarah Catherine is a member of the Financial Planning Association and in her free time, she enjoys playing and coaching tennis, fitness-training, traveling, and spending time with family and friends.