With a background in engineering and extensive experience as a project manager in technology, Sally brings a unique blend of technical expertise and strategic thinking to her role as a Wealth Advisor. She is known for her personable and relatable approach, helping clients meet their goals with systematic and logical methodologies. Sally strives for excellence in every aspect of her work, ensuring that each client receives tailored and effective financial solutions. Outside of work, Sally is an avid runner and is a mother of four.