Sara has been in the finance industry since 1998, working across multiple fields working with Fortune 100 companies, including TIAA-CREF. For most of the last decade her focus has been on building financial plans and coaching advisors on presenting plans for high net worth clients. She found she was most passionate about creating financial plans and offering viable solutions to achieve the clients individualized goals.
Sara received her CERTIFIED FINANCIAL PLANNER™ designation after completing her coursework through the College for Financial Planning in Denver, Colorado. She earned her Bachelor of Science Degree in Business Administration with a Financial Emphasis from Regis University. Formerly FINRA registered with her General Securities Representative Series 7 and Investment Adviser State Series 65. She also holds her insurance license with Colorado for the Life, Health and Variable lines. Sara is the 2016 Colorado Financial Planning Associations Co-Chair for Pro Bono, providing financial planning events to those underserved in the community.