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I'm here for you!

Hi, I’m Sarah

A Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) & Certified Divorce Financial Analyst™ (CDFA®)

I’m glad you found me. I specialize in Financial Planning and Investment Portfolio Management for young professionals, divorces and retirees. My practice centers around you: setting you on a path to achieving your financial goals. When you invest in yourself through our work, you’re laying the foundation for a more secure future.

Learn more about:

my Story  my blogs  what to expect

 Serving individuals and families across the United States

How to find me