Sarah joined HPA as Director of Marketing in 2025. She is responsible for communicating our unique perspectives and value-added services, as well as leading the firm’s strategy and execution across brand, digital, and media initiatives.

With more than 14 years of experience in the investment industry, she is passionate about translating complex concepts into compelling, accessible stories that empower clients to make informed decisions. Sarah’s extensive marketing and sales background includes experience in investment communications, advertising, event planning, digital lead generation, copywriting, and social media management.

She has also spent time in client-facing roles, including engaging directly with Taft-Hartley and institutional clients in support of their financial objectives. This experience informs her client-first approach to marketing – ensuring every message delivers value and builds trust.

Sarah earned a BA in Communication with a minor in Political Science from SUNY Geneseo. She holds FINRA Series 7 and 66 licenses.

Outside of work, Sarah can be found spending time with her husband and three children, reading, and taking walks outside in any weather. She prioritizes giving back to her community and has held leadership positions and/or volunteered with organizations including the PTA, Fairport Little League, the Child Advocacy Center of Greater Rochester, Junior Achievement, Flower City Habitat for Humanity, and the American Cancer Society.