Sara Maroney serves as Director of Special Projects, where she helps streamline operations and promote organizational efficiency across the firm. With a thoughtful, solutions-oriented approach, she works behind the scenes to ensure processes run smoothly while bringing positivity to the workplace. Sara is committed to finding meaningful ways to show appreciation for both clients and fellow Family Wealth Solutions team members.

In her role, Sara partners closely with leadership and staff to manage special initiatives, improve workflows, and support the firm’s family-centered mission. Her ability to balance strategic thinking with genuine care for people helps foster a collaborative, supportive environment.

In her free time, Sara loves to spend time with her husband —and Managing Director of Family Wealth Solutions — Dan, along with their two children, Logan and Elyse.