Operations Director

Sarah Troxler

A lifetime Greensboro native, I graduated from UNCG with a B.A. in English Literature. After many years of working with special needs children I transitioned into the financial services industry, initially assisting a business coach for wealth advisors. That position gave me insight into the practicalities and challenges within a wealth advising firm, and also a business philosophy for a thriving practice. Since then I have spent over 11 years in the industry and discovered that my greatest satisfaction is knowing that a client feels secure and confident that they are being taken care of.