Sarah Simmer, CPA, CFP®, CAP®

Senior Wealth Advisor

Sarah is a partner in the firm, working closely with clients in the areas of tax preparation, financial planning (including retirement planning and Roth conversions), and estate planning.

Prior to joining Heritage, she worked for more than six years as an Assurance Manager at PricewaterhouseCoopers, focusing on technical financial accounting for publicly traded Fortune 500 companies as a lead project manager on the audit team.

Sarah earned her B.S. in Business Administration and Accounting, magna cum laude, from West Virginia University.  She is a Certified Public Accountant (CPA),  CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Advisor in Philanthropy® (CAP®).

Sarah is an Advisory Board Member for the Carnegie Museum of Natural History. She is also a member of the Estate Planning Council of Pittsburgh and the Financial Planning Association.

She grew up in Richmond, VA, and now lives in Pittsburgh, PA with her husband Blaine, two daughters, Amelia and Eliza, and their dog.