Sarah specializes in guiding her clients with the accumulation and preservation of wealth through comprehensive financial strategies. She started her career in the financial services industry during college while working at Union Bank of California. After receiving her Bachelor of Science degree in Financial Services from San Diego State University she started her practice at American Express Financial Advisors in 1998 (now known as Ameriprise). In 2004 she joined the team at Tax and Financial Group.
Sarah holds a Certificate of Financial Planning and has been a Certified Financial Planner (CFP®) Practitioner since 2000. In addition, she holds the series 7, 63, and 65 securities registrations and insurance licenses. She is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC.
Sarah enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc.” non-profit organization which benefits the Make-A-Wish Foundation. Sarah currently lives in Costa Mesa with her husband, Jonathan, and their two daughters, Morgan and Hadley.