Sara has 25 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.

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.