Sarah enjoyed a successful career with a global retailer known for its disciplined, lean operations, spending the final decade of her tenure as a Regional Vice President. Her leadership focused on operational excellence, employee development, and responsible cost management across complex, multi-location environments.

Anthony built and led two successful wealth management practices—first in Cincinnati and later in Pittsburgh. In his most recent role as a Senior Vice President with a large regional bank, he developed and managed a book of business exceeding $100 million in assets, serving as a trusted advisor with a focus on business owners and high-net-worth clients.

Throughout their careers, Sarah and Anthony were entrusted with significant organizational responsibility, leading people and managing resources with a strong focus on efficiency and growth. Together, they bring more than 45 years of experience working within highly efficient, people-focused organizations, with a strong emphasis on profitability, growth, and disciplined spending.

When they decided to step into business ownership together, alignment mattered. They sought a firm that reflected their shared philosophy: helping businesses succeed by improving profitability through thoughtful cost management—not cutting corners. That search led them to Schooley Mitchell, the largest independent cost consulting firm in North America.

Through this partnership, Sarah and Anthony offer clients the benefit of personal, hands-on service combined with access to a highly experienced network of cost consulting specialists and analysts. This approach allows clients to benefit from current market intelligence, proven methodologies, and best practices across a wide range of expense categories.

Their work is focused on uncovering inefficiencies and redundancies, improving cost structures, and creating measurable financial impact through a disciplined, data-driven approach that includes:

• Expense analysis and market benchmarking to ensure businesses are paying competitive rates aligned with their needs
• Service and usage reviews to identify misaligned or unnecessary charges and ensure billing accuracy going forward
• Invoice and billing reviews to uncover errors, missed credits, and refund opportunities across recurring expenses

Clients value that Sarah and Anthony’s compensation is directly tied to results—fees are funded only through documented savings. They are also entirely vendor-neutral, receiving no commissions or incentives from suppliers, ensuring all recommendations are made solely in the client’s best interest. In many cases, meaningful savings are achieved without requiring a change in vendors.

At their core, Sarah and Anthony believe businesses should pay fair rates, receive the services they truly need, and have confidence that their operating expenses are being managed responsibly. Their goal is simple: to deliver clarity, savings, and peace of mind so business owners can reinvest in their people and long-term growth.