Sarah Hensley is an Associate Financial Planner at McLean Asset Management, where she works closely with Rob Cordeau and Lorraine Malo to help clients develop and implement thoughtful financial planning strategies. With more than 14 years of experience in financial services, including more than a decade focused on financial planning and paraplanning, Sarah brings extensive experience helping clients navigate complex retirement, tax, estate, and investment planning needs. Earlier in her career, she worked in client service and account management, giving her an appreciation for the important teamwork behind the scenes, creating seamless client experiences.

At McLean, Sarah works alongside the advisory team on financial plans, tax planning, meeting preparation and follow-up, as well as the many questions and planning opportunities that arise throughout the year. She enjoys digging into complex financial questions, finding practical solutions, and helping turn detailed analysis into clear and actionable recommendations.

Education

Bachelor of Arts in History (Business minor), Augusta University

Professional Designations

Financial Paraplanner Qualified Professional™ (FPQP®)

Greatest Professional Satisfaction

I find the greatest professional satisfaction in seeing a project through from beginning to end. I enjoy digging into the details, solving problems along the way, and bringing all the pieces together to reach a finished result. There is something especially rewarding about knowing that the work I do helps create a smoother planning experience and gives clients greater confidence in their financial future.

Greatest Personal Satisfaction

My greatest personal satisfaction comes from my family and my love of music. I studied vocal performance and have continued singing throughout my life as a soprano, performing with choral ensembles and as a soloist. I also enjoy traveling, spending time with family and friends, and finding opportunities to experience new places and cultures.