Sarah started her career in the financial services industry when she joined the Vista Investment Partners team in September 2016 as the Branch Operations Specialist. Over the last 7 years Sarah has passed the Series 7, 66, 9 and 10 Securities licenses while managing the Richmond office and quickly moved into the position of Chief Operations Officer. Sarah has worked diligently with Brett and Matt over the last few years to launch Orange Horizon Wealth, the Bitcoin-focused division of Vista Investment Partners.
Sarah’s primary role is ensuring that all Orange Horizon Wealth clients and advisors receive prompt, timely and concise assistance. Sarah manages the office with an open mind and compassionate heart to make sure that the employees, clients and advisors of Orange Horizon Wealth are taken care of in a manner that meets their needs and hopefully exceeds their expectations.
Sarah and her husband Jonathan are the parents of two teenagers, Ross and Katy. They love spending their time outdoors, working on their classic cars, and traveling together.
Sarah enjoys church, travel, and spending time with family and friends.