Denver, Colorado Office
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Sara is focused on helping people achieve their financial and retirement goals.
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Soon after she married her husband, Aaron, who enlisted in the U.S. Air Force, Sara learned how to balance tight budgets and became inspired to help others achieve financial literacy and achieve their goals. For more than 20 years, Sara has been helping families make smart decisions with their finances and offering knowledgeable advice when they encounter new and different financial circumstances, such as being awarded company stock options and dealing with new tax concerns.
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Sara earned a B.S. in Business Management, Finance emphasis, from Regis University. She is also a CERTIFIED FINANCIAL PLANNERTM.
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Sara has a passion for giving back to the community in Colorado. She has taken part in and served as chair of pro-bono events with the Financial Planning Association, helps veterans achieve home ownership through Operation Homefront and Homes for our Troops, and consults with active-duty, guard, and reserve service members to help them get their financial affairs in order. She is a member of the Conifer Rotary, FPA, NAPFA, CPAPlus Network, and Mountain Women in Business.
WE KEEP YOU INFORMED
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.
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