CFP, RFP, CDFA
Sara has 20 years experience in the financial industry. Starting in client communications, Sara began advising clients directly in 2003. Since then, she has worked at both bank-owned and privately- owned wealth management firms. Over that time, she has worked with a wide range of clients, including recent graduates starting careers, business owners, medical professionals and multi-generation families.
As a Certified Financial Planner, Sara has the skills to develop comprehensive financial plans that allow you to see your options to meet your goals.
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Also a Certified Divorce Financial Analyst, Sara can help you through periods of significant change, and show you how to move forward with security.
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As a Registered Financial Planner, Sara has the skills to work through the most technical parts of complex plans and show you how to execute recommendations to get the outcome you want.
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Sara’s family is her motivation to develop and maintain her own personal plan. When not working, Sara spends time reading, camping, cooking, and volunteering with children.