Sarah serves as Director, Reporting for Clearstead. Prior to the April 2024 acquisition of the CAS division, the firm was defined as Wilbanks Smith & Thomas Asset Management, LLC (“WST”), an SEC registered investment adviser headquartered in Norfolk, VA, where she served as Director of Performance & Technology. A member of the firm’s Investment and Compliance Committees, she directs account administration and is responsible for defining and maintaining firm composites. Sarah oversees the implementation of Global Investment Performance Standards (GIPS^®) and supervises GIPS^® marketing compliance efforts. She also oversees the various technology systems implemented and used by the firm. Sarah served previously as the firm’s Chief Compliance Officer. She joined WST in 2011 after spending several years as a Financial Account Manager for a Virginia Beach-based company.

A Virginia Beach native, Sarah graduated from James Madison University with a bachelor of Business Administration in Finance. She is active in the community through Hampton Roads Community Foundation’s Community Leadership Partners and the United Way’s Young Philanthropists.