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Sara

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Here to act in your best interests

About me

I chose to be a financial planner so I could combine my interest in finance with my desire to help families achieve their goals. I feel privileged to assist my clients and their loved ones with their financial health. Personally, my husband and I stay busy – coaching our two boys in various sports, such as golf, mountain biking, and skiing – and have a goal to see all the national parks together.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Business Administration, Finance - Western Michigan University

Visit one of our Locations

Detroit IV - Novi

39555 Orchard Hill Place

Suite 365

Novi, MI 48375

Detroit V - Troy

201 West Big Beaver Road, The Columbia Center

Suite 950

Troy, MI 48084

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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