Sarah believes sound, thoughtful planning is a gift we give ourselves, our families and our community.
She is a lawyer and seasoned non-profit executive who has worked with dozens of organizations to build fiscal efficiency, planned giving programs and endowments. Sarah has also worked with individuals and families as a philanthropic advisor and senior trust officer. She holds the American Bankers Association Certified Trust and Fiduciary Advisor certification (CTFA) and FINRA Series 7 and 66 registrations through Commonwealth Financial Network.
Sarah joined Allen Insurance and Financial in Camden in 2016 and focuses on endowment building through planned giving, wealth management and estate planning with special attention to women’s planning needs. Sarah serves on the boards of Rockland Savings Bank and the Hurricane Island Center for Science and Leadership. She and her husband live in Camden.
