Sarah was born into this business. Following her father into the finance industry, she began her career at the trading desk of Hambrecht & Quist at the age of 21. Early in her role, she learned to be persistent and resilient and how to advocate tirelessly for her clients. Like her four sons, her clients know that they can always rely on her and have been known to seek her advice on topics well beyond wealth management. Sarah has a passion and talent for sports photography and can often be found on the sidelines of regional athletic events.

DESIGNATIONS

• CERTIFIED FINANCIAL PLANNER™ (CFP®)

PUBLICATIONS

• “A New Way to Use a Prenup,” Wall Street Journal, March 2015.

ASSOCIATIONS

• Financial Planning Association
• Women in Insurance and Financial Services

CURRENT

• Board Member, Hopewell House
• Member, Women’s Foundation of Oregon, 2016 to Present
• Member, Finance Committee, Friends of the Columbia Gorge
• Board Member, Girls Rugby, Inc.

PAST

• Board Member, Friends of the Columbia GorgeBoard Member, Meals on Wheels, 2010 to 2011

• Board Member, Meals on Wheels, 2010 to 2011

• Bachelor of Science in Economics, University of Oregon