Sarah is a dedicated and passionate CERTIFIED FINANCIAL PLANNING® professional who has been a valued member of the Oak Advisors team since 2020. As a Client Service Advisor, Sarah is committed to providing exceptional financial planning services, helping clients navigate the complexities of managing their finances to achieve their personal and professional goals.
With a passion for financial planning, Sarah takes pride in guiding clients through comprehensive strategies that align with their unique needs. Whether it is creating a roadmap for retirement, managing cash flow or planning for future milestones, she works to ensure that every client feels confident and empowered about their financial future.
Ms. Huie holds a Bachelor of Science in Financial Management with an emphasis in Financial Planning and a minor in Accounting from Clemson University. Outside of work, Sarah is a committed leader within the financial planning community, serving as Membership Chair on the Board of Directors for the Financial Planning Association of South Carolina. Through this role she helps foster growth and engagement among financial planning professionals across the state.
Sarah resides in Bluffton, SC with her husband, Josh, and in her free time enjoys running and working on her golf game.
E-mail: SHuie@OakAdvisors.net