Sarah Remo Simmer, CFP®, CPA

Client Services Operations Manager
(804) 308-8258
ssimmer@heritagewealth.net

Sarah Remo Simmer is the Client Services Operations Manager with Heritage Wealth Advisors. She is responsible for ensuring that our Client Service Team is aligned, resourced and executes to a high standard of excellence. Sarah serves existing and new client relationships in the areas of tax preparationfinancial planning, and estate planning from our Pittsburgh, PA and Richmond, VA offices.

Prior to joining Heritage Wealth Advisors, Sarah was an Assurance Manager with PricewaterhouseCoopers, LLP serving the industrial products market.

Sarah earned her Bachelor of Science degree in Business Administration, Accounting magna cum laude from West Virginia University.  Sarah is a Certified Public Accountant in Pennsylvania, and a CERTIFIED FINANCIAL PLANNER™, CFP®.