Sarah Whitman

Sarah Whitman

Operations Associate

Sarah Whitman began her career in financial services in 2012 as a Personal Banker with Wells Fargo.  After five years in retail banking, Sarah decided to make a change and spent the the last three years working in the Finance department at Landis Homes as a Finance Assistant.  With a strong background in finance and investments, she joined our firm in 2021 as Operations Associate.  

As our Operations Associate, Sarah uses her precise nature and willing spirit to serve clients and advisors each and every day. She plays a vital part in helping our advisors prepare for client meetings and she communicates with clients in order to obtain necessary and accurate information.  


Indiana University of Pennsylvania - Bachelor of Fine Arts, 2010


Organized Vacation Bible School
MCC church planting childcare
Missionary trips to Arizona, Kenya, Kentucky


Sarah and her husband, Courtland live in Lancaster City and have one son.