She is a Colorado native with a bachelor's degree in business administration from the University of Colorado. Sarah wanted her skills and expertise to have an impact on the community. Her goal to work for a cause, not just a career, led her to the financial services industry first as an assistant.

As a tax professional and advisor, service means continually learning and being the expert to ensure clients know they have a firm foundation to support them in pursuing their goals. It is vital for clients to delegate financial expertise so they feel free to do the one thing that cannot be delegated, enjoy life.

In Sarah's free time, she enjoys biking, gardening, yoga, Zumba, and spending time with her amazing husband Jon, and wonderful children Kiyah and Joseph.

To help individuals approaching retirement.

Sarah wants to offer clarity, direction, and comfort to those close to retirement and in their early retirement years. It is a stressful time for many. Her expertise and empathy-focused connection skills provide the avenue for building relationships and guiding clients through this transition. Tax, social security, and investment knowledge showcase her expertise.

As a survivor of congenital heart disease, she gives back to the Children's Hospital in Denver and the American Heart Association.

• CFP® certification
• The Series 6 Investment Company and Variable Contracts Products Representative Qualification Exam
• Series 7 General Securities Representative Exam
• Series 63 Uniform Securities Agent State Law Qualification Exam
• The Series 65 Uniform Investment Adviser Law Ex
• The Life, Health, and Variable Insurance License Exam
• The Certified Fund Specialist Certification Exam (CFS®)
• National Social Security Advisor Certification Exam (NSSA®)