4061 Powder Mill Road, Suite 705 • Calverton, MD 20705 • Phone: 301.595.8600 • Toll Free: 877.595.8605

Little did Sara know that when she graduated from Coastal Carolina University in 2016 with a B.A. in Graphic Design and a minor in Marketing, that she also had a keen interest and great aptitude for finances. Her hidden talent came to light after Sara initially joined an engineering firm as an Administrative Assistant when she graduated from college. After working there for only nine months, she was offered a promotion in the accounting department. “Although this wasn’t the direction I originally intended to follow, I certainly didn’t want to pass up an opportunity for a promotion and of course, to learn something entirely new,” said Sara. Inquisitive by nature, Sara really enjoyed acquiring new skills but also began yearning to incorporate her graphic design and marketing background. When she serendipitously found the job posting for her current position, Executive Assistant & Marketing Coordinator at PFG, she immediately knew it would be the perfect fit. “I was so fortunate to find the perfect collaboration of marketing and finance – plus, I love keeping things organized.” 

“I am thrilled to have the opportunity to be a part of the team at PFG and I value the culture of mutual respect,” says Sara. After joining PFG eight months ago, Sara has excelled in her position, gaining more knowledge about financial planning, as well as regularly using her marketing and creative side. What she enjoys most about her new role are the great relationships she is forging with clients as well as her team, sharing the team DNA of providing client-centric service. If you ask her fellow teammates to describe her, words like reliable and consistent are often used. One team member commented, “Dependable always comes to mind – particularly since she’s consistently the first one in the office every morning!” 

After graduating from college, Sara moved back to Maryland and is happy to be where she was born and raised. When not working, Sara has lots of creative interests, including photography and videography. Sara loves to travel and also enjoys hiking and being outdoors with her dog, Adelaide. When she’s finally at home, she not only loves cooking but trying new and exotic foods.


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