Managing Partner, Advisor Relations
Joined The Coyle Company: 2021
As Managing Partner, Advisor Relations, Sarah is responsible for developing and strengthening relationships with advisors serving ultra-high-net-worth individuals and families. She works closely with The Coyle Company team to deliver sophisticated estate planning strategies that help advisors preserve and transfer wealth across generations. In addition to leading the firm’s advisor relationship efforts, Sarah oversees strategic marketing initiatives and partners with the leadership team to advance the firm’s long-term strategic priorities. Sarah was named a Partner in 2024.
Prior to joining The Coyle Company, Sarah was a National Relationship Manager at John Hancock, where she spent more than a decade building meaningful relationships with advisors and supporting advanced planning strategies. She earned a Bachelor of Business Administration in Finance from Georgia State University and received her Chartered Life Underwriter designation in 2012.
Sarah holds FINRA Series 7 and 66 securities registrations and serves on the Board of Directors of the Boston Estate Planning Council. She enjoys running, cooking, skiing, traveling, and spending time with her two sons.