Sarah began her investment advisory career with Fred and Todd in 2006. She became a CERTIFIED FINANCIAL PLANNER™ 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, current Finance Committee member and past Board Member and Treasurer for Coburg Community Charter School.
Outside of work, Sarah enjoys hiking, travelling, gardening, and spending time with her husband Travis and their two children.