Sara brings a young perspective to our firm focusing on marketing and business development. She has over 3 years of content and social media marketing experience and a work ethic that separates her from many her age. She is currently a student at UNC Charlotte.


  • Social Media marketing
  • Content Marketing
  • Social Media Integration in to businesses.
  • Social Media Integration that is compliant with financial regulations.
  • An understanding of compliance regulations and processes.
  • Leader of a round table discussion at AIG Advisor Groups Women's Conference on social media.
  • Website Building
  • Search Engine Optimization (SEO)
  • A double major in International Business and Marketing and a minor in Economics at UNCC.
  • Worked with Certified Financial Planners in North Carolina and Arizona.

Sara Howard