The financial industry challenges her to stay informed and adapt to new developments for her clients, allowing her to combine her analytical skills with her passion for helping others.
Joined Lido: 2024
Homebase: Boulder
Professional Focus: Sarah’s passion for financial services stems from a deep-seated desire to educate and empower her clients, providing them with the knowledge and tools they need to make informed decisions. The satisfaction of seeing her clients reach their milestones, whether it's buying their first home, planning for retirement, or funding their children's education, is incredibly rewarding.
Professional Designations: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, Certified Wealth Strategist, Accredited Asset Management Specialist™
Education: B.A., Economics, CU Boulder; B.S., Business Administration, Finance, CU Boulder; M.B.A., Supply Chain, Logistics, and Change Management, Syracuse University
Previous Work Highlights: Sarah has spent time at TIAA Wealth Management as an advisor in both West Lafayette, Indiana and Madison, Wisconsin. Additionally, she took on a Wealth Advisor role with Charles Schwab in Lone Tree, CO.
Personal Facts: Outside of work, she enjoys volunteering with the Imagination Library, cheering on CU Sports (specifically tennis!) and spending time in the Colorado outdoors with husband and young son. Sarah is related to a Founding Father who signed both the Declaration of Independence and the U.S. Constitution, one of only six founders that can claim that.
