Skip to Content


I specialize in providing comprehensive and holistic wealth management services to family offices and high-net-worth individuals and families. As my clients’ personal CFO, I provide independent, objective financial guidance to help them build, protect, and preserve their wealth and legacy. My focus areas include portfolio construction and investment management, financial independence and liquidity event planning, philanthropic planning, wealth transfer, and family education.
View More of Sara's Experience
Traveling is one of my passions, and I’m always looking to plan my next adventure! During a trip in Africa, I was lucky enough to spend a few days observing the mountain gorillas in Volcanoes National Park in Rwanda.

You might also like…

New year, new you: Nine steps toward financial success in 2022
Jaime Eckels Wealth Management
Article January 17, 2022 6 min read
Investor Insights: 2022 market & economic outlook
Jim Baird Wealth Management
Webinar Wednesday, Jan. 12, 2022 60 min watch
Inflation pressures continued to build in December, lifting the consumer price index to 7.0%
Jim Baird Wealth Management
Blog January 12, 2022 2 min read
Leveraging the power of life insurance inside an irrevocable trust
Steven J. Gibson Wealth Management
Article January 12, 2022 3 min read