Client Advisory

Biography

Sarah is an Associate in the North Bay office, where she works closely with the financial planning team and their clients to assist with account management and services. She believes empowering individuals through financial education is one of the most effective ways to help others meet their goals and aspirations.

Prior to joining Cerity Partners, Sarah served as a Client Service Associate with Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families. In this role, she was able to engage with all aspects of the financial planning process including tax, retirement, education, and investment planning as well as financial literacy and counseling.

Outside of work, Sarah enjoys reading, hiking, music, and spending time with family and friends. In her free time, she volunteers in her community to promote financial literacy and self-reliance. Additionally, Sarah has been a puppy raiser with Guide Dogs for the Blind where she trained and socialized dogs to become guides for people who are blind or visually impaired. Sarah lives in Salt Lake City, Utah, with her dog Oceana, a retired hearing dog she trained previously.

Education

  • B.S. in Financial Planning and Counseling, magna cum laude, from the University of Utah

Highlights

  • Former IRS-certified tax preparer with Volunteer Income Tax Assistance, an IRS volunteer program designed to help low-income community members with their tax preparation needs

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.