Sarah works with individuals and families providing detailed financial plans and strategic investment strategies that help prepare clients to meet their short-term and long-term goals. Sarah also works with corporate clients to design and manage company retirement plans as well as develop and deliver employee financial education.
Sarah started her career as a mathematics teacher. Her knowledge and experience in education continue to play a key role in helping her clients navigate complex financial situations. She excels at assisting her clients in understanding their options and guiding them in the steps they can take to achieve their goals.
Sarah is an active member of the Financial Planning Association National Capital Area Chapter; an organization dedicated to high standards of professional competence, ethical conduct and clear, complete disclosure.
Sarah’s professional credentials:
- Certified Financial Planner® Practitioner
- Chartered Retirement Planning Counselor
- Chartered Mutual Fund Counselor®
- Masters in Education from George Mason University
- Bachelors of Science in Mathematics from Penn State University
Getting to Know Sarah __________________________________________________________
Sarah resides in Tysons Corner. She enjoys running, wine tasting, salsa dancing and is passionate about health and wellness.
If Sarah Could Meet Anyone Past or Present it Would Be: Melinda Gates
Place Sarah Would Most Like to Visit: Venice, Italy
Favorite Movie: Sound of Music; Forest Gump; Titanic; Good Will Hunting; or any documentary!
Favorite Food: steak and a glass of red
Favorite Quote: “The meaning of life is to find your gift. The purpose of life is to give it away.”
Favorite Holiday: Halloween