A Little About Our Team.

Mathematician, data slayer, and provider of exceptional client service. Sara joined Longs Peak in the spring of 2020 while finishing her degree in Financial Mathematics at Robert Morris University in Pennsylvania. A collaborative force on the team, Sara helps streamline client processes and improve client outcomes. She is one of our best project managers — a quick learner who operates with excellence at every level — and an absolute delight to work with. She is a Level III candidate in the CFA Program.