Sarah began her investment advisory career with Fred and Todd in 2006. She became a CERTIFIED FINANCIAL PLANNERTM professional in 2009, and holds the Accredited Investment Fiduciary (AIF®) Designation. With her background in finance and accounting, she is responsible for investment analysis and research, compiling financial plans, conducting 401k enrollment meetings, and guiding individuals and families toward their financial goals.
Born and raised in Eugene, Sarah graduated from the University of Oregon with a Bachelor of Arts in Accounting and Spanish, spending a semester abroad in Spain while attending la Universidad de Granada. She is an active member of the Eugene Estate Planning Council, and a past member of the Junior League of Eugene.
Outside of work, Sarah enjoys travelling, gardening, cooking, exercising, genealogy, and spending time with her husband Travis, their daughter, Hayden, and son, Will.