About
Sarah
Sarah specializes in financial planning with an emphasis on retirement income, cash flow analysis, and risk management. She believes every successful client relationship is based on trust, which is earned through consistent service and exceeding expectations.
Sarah has more than 16 years of experience in the financial services industry. Prior to joining Focus, she was a Partner and Wealth Advisor at Adero Partners, where she served in increasingly complex roles.
Education and Professional Milestones
-University of Oregon - bachelor’s degree in business administration and Japanese, with a concentration in finance and international management
Sarah specializes in financial planning with an emphasis on retirement income, cash flow analysis, and risk management. She believes every successful client relationship is based on trust, which is earned through consistent service and exceeding expectations.
Sarah has more than 16 years of experience in the financial services industry. Prior to joining Focus, she was a Partner and Wealth Advisor at Adero Partners, where she served in increasingly complex roles.
Education and Professional Milestones
-University of Oregon - bachelor’s degree in business administration and Japanese, with a concentration in finance and international management