Sarah Whitfield

Sarah serves as the link between our clients and the Wealth Management and Investment teams. With her knack for project management as well as her tech-savviness, she ensures that our operations run smoothly and every detail is handled.

After her graduation from the University of Texas at Austin with a BA in History and a minor in Business, Sarah completed a challenging financial advisor training program, where she honed her skills and earned licenses like Series 7 and Series 65 and insurance certifications. She began working with the RHP partners in 2015 while they were still at Merrill Lynch and made the move with them when they established RHP Wealth Management in 2019.

In her free time, Sarah enjoys reading, making pottery, and traveling around Northern California, where she resides.