About Sarah
Sarah is dedicated to helping her clients achieve financial confidence and overall well-being. With over 20 years of experience in financial services, she is passionate about guiding individuals and families through comprehensive financial planning, empowering them to reach their goals and live life to the fullest.
Beyond her work, Sarah is an active leader in her community. She has volunteered as a Prosperity Planner with Goodwill Industries, assisting low-income individuals with financial planning. She also enjoys spending time with her family and her pets, getting out in nature, reading, and checking new travel destinations off her bucket list.
Education and Professional Milestones
Vice President of the Eugene Education Foundation Board
Former President of the Mid-Oregon Financial Planning Association Board
Sarah is dedicated to helping her clients achieve financial confidence and overall well-being. With over 20 years of experience in financial services, she is passionate about guiding individuals and families through comprehensive financial planning, empowering them to reach their goals and live life to the fullest.
Beyond her work, Sarah is an active leader in her community. She has volunteered as a Prosperity Planner with Goodwill Industries, assisting low-income individuals with financial planning. She also enjoys spending time with her family and her pets, getting out in nature, reading, and checking new travel destinations off her bucket list.
Education and Professional Milestones
Vice President of the Eugene Education Foundation Board
Former President of the Mid-Oregon Financial Planning Association Board