Sarah Avery

Sarah Avery, Financial Planning Associate, found her footing in financial planning before she ever graduated. She joined Mason full-time in 2025.

Sarah interned at Mason in 2024 while completing her Bachelor of Business Administration in Business Management with a minor in History at James Madison University. The experience confirmed what she had been hoping: this was the right field and the right firm. She was offered a full-time position upon graduation and now works alongside Sarah Baker, who serves as her mentor. Her work focuses on tax planning, retirement readiness, and legacy planning, and she contributes to Mason’s Women of Wealth initiative. She is currently pursuing her CFP® designation.

Outside of work, Sarah is an avid reader with a particular love for fantasy novels, a devoted moviegoer with an unlimited theater pass to prove it, and a self-described foodie who will try anything once.