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 13 years of experience in the financial services industry. Prior to joining Focus Partners Wealth, she was the director of client service operations for Hines Warner Wealth Management, where she served for 10 years in increasingly complex roles.
Sarah is active in the community, currently serving as a trustee for the Albertina Kerr Foundation, a nonprofit organization supporting children and adults with developmental disabilities and mental health challenges. She also serves on the board of directors as treasurer for All Classical Radio.
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 13 years of experience in the financial services industry. Prior to joining Focus Partners Wealth, she was the director of client service operations for Hines Warner Wealth Management, where she served for 10 years in increasingly complex roles.
Sarah is active in the community, currently serving as a trustee for the Albertina Kerr Foundation, a nonprofit organization supporting children and adults with developmental disabilities and mental health challenges. She also serves on the board of directors as treasurer for All Classical Radio.
Education and Professional Milestones
-University of Oregon – bachelor’s degree in business administration and Japanese, with a concentration in finance and international management