Wealth Advisor, CFP®, CRPS®
Sarah is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Plan Specialist with eighteen years of experience in financial services. She is President-Elect for 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 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. They enjoy kid-friendly activities around Eugene, traveling, hiking, reading, and relaxing at home.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.