CA License No. 0C38502

Sarah specializes in guiding her clients with the accumulation and preservation of wealth through comprehensive financial strategies. Sarah 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, has been a Certified Financial Planner (CFP®) Practitioner since 2000. In addition she holds the series 7, 63, and 65 securities registrations.  She is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC.

Sarah enjoys giving back to the community and is involved in Tax & Financial Group’s “We Care For Kids, Inc.” nonprofit organization which benefits the Make-A-Wish Foundation. She has also competed in two mini-triathlons to raise money for Ovarian Cancer. Sarah currently lives in Costa Mesa with her husband Jonathan and daughters Morgan and Hadley.  

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