Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plan Specialist with twenty years of experience in financial services. She is Past President of the Mid-Oregon Financial Planning Association board and has a Bachelor of Science in Economics and Business from the University of Oregon.

The client’s overall well-being is Sarah’s constant focus. Her career has been motivated by her passion for helping people to achieve their goals through comprehensive financial planning. In addition to helping clients, Sarah volunteers in the local community, including serving on the Eugene Education Foundation board and past service assisting low-income individuals with financial planning as a Prosperity Planner with Goodwill Industries.

When she isn’t working, Sarah spends time with her husband, Kyle, their daughter, Olivia and dogs, Rosie and Maisie. They enjoy kid-friendly activities around Eugene, traveling, hiking, reading, and relaxing at home.