Broker Check
Sarah Wheeler

Sarah Wheeler

Client Service Advisor

Sarah has a passion for helping people and as our Client Service Advisor, she is responsible for providing support in the various levels of investment analysis and wealth management. Sarah is an unregistered associated person of Kestra Investment Services, LLC.

A recent graduate from Towson University, Sarah holds a degree in Business Administration with a concentration in Finance. She currently holds a Series 7 license and will eventually get her Certified Financial Planner designation. 

Sarah was born and raised in Frederick, Maryland and enjoys traveling and spending time with family and friends. She was an active member on Towson University’s club dance team and also taught group fitness classes at the University.