As an Associate Wealth Advisor, Sadie plays a key role in delivering thoughtful, well-rounded planning experiences. She supports financial planning and case preparation, manages client data and workflows, and helps ensure each relationship is built on clarity, trust, and progress.
Sadie has six years of experience in the financial services industry, including over four years at a privately held RIA firm where she collaborated closely with Certified Financial Planners on everything from building retirement plans and preparing tax projections to managing marketing content and supporting investment strategies. She also held a role as a licensed agent at a large life insurance company, giving her broad insight into the financial landscape.
Drawn to Hobart Wealth for its culture of excellence and team collaboration, Sadie values the firm’s emphasis on client experience above all. “We create a space where people feel heard and supported,” she says. “It’s more than advice, it’s advocacy.”
Outside work, Sadie enjoys hot yoga, cooking, Broadway/comedy shows, and traveling. She loves trying new recipes, visiting local restaurants and wineries, and spending quality time with her boyfriend, Aaron, and their close-knit community of family and friends.