Sarah A. Melzer, CFP^®

Wealth Advisor

Sarah had been longing to work in the finance industry since she was young ― watching her father take the train into the city every day, from her hometown in Morristown, NJ. So naturally, in college, at Salisbury University, she pursued a degree in finance and shortly after graduating, met John Egan while working a summer job.

Sarah joined Egan Wealth Advisors as an intern and eventually full time as she worked with the team for three years, gaining invaluable experience learning all about what “well-th and well-being” truly means: understanding and helping people in a holistic and impactful way. It was Sarah’s natural curiosity and desire to help others that led her to grow into a wealth advisor role. Sarah continues to pursue professional development; she holds her Series 65 licenses, her life insurance license, and she holds the CERTIFIED FINANCIAL PLANNER^® certification.

During the pandemic, Sarah explored living in other cities, taking a job with Raymond James in Lexington, KY and another job with a wealth advisory firm for almost three years in Annapolis, MD, before returning to her New Jersey roots in July 2023 to reunite with family and the Egan Wealth Advisors team. Sarah now lives in Madison with her husband, Griffin, and Australian Shephard, Murphy.

A few conversation starters for your next chat with Sarah ― ask about:

• Her biggest gain while living in Kentucky (hint: you can’t buy happiness, but you can rescue it!)

• Planning an out-of-state wedding and out-of-state move at the same time (Sarah can give you some tips based on personal experience)

• Being a national champion in lacrosse (she took home the title during her freshman year at Salisbury University)