Sara is focused on helping people achieve their financial and retirement goals.
Sara found her passion in service through her educator parents and husband, Aaron, now retired U.S. Air Force. Helping others with financial education and achieving financial independence is her way of giving back. For more than 25 years, Sara has been helping families make smart decisions with their finances and offering knowledgeable advice when they encounter new and complex financial circumstances, including being awarded company stock options and addressing tax concerns.
Sara continues her passion by giving back to the community. She has taken part in and served as Chair of Pro-Bono committee events with the Financial Planning Association (FPA), helping veterans achieve home ownership through Operation Homefront and Homes for our Troops, and consults with military service members to help them on their financial path. She is a member and Foundation Treasurer of the Conifer Rotary, Conifer Chamber of Commerce, FPA, NAPFA, CPAPlus Network, and Mountain Women in Business.
Sara is a CERTIFIED FINANCIAL PLANNERTM. She has a degree in Business Management, with Finance emphasis, from Regis University
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.