No stranger to the financial world; Sara worked in banking for over ten years. Starting as a teller, she worked her way up to running First National Bank's small business IRA program while assisting the Retirement Plan Services team. Also during her stint at FNB she worked as an assistant within the Trust Department, so she is familiar with the ins and outs of handling trusts. Sara then shifted into working at a financial planning office, first as an assistant and then as office manager. Sara always lends a helping hand or idea with a smile on her face.
Sara works with everyone in our office to bring things together. She problem solves, she calls, she wrangles our custodians and she helps make sure our auditors are happy. And, most importantly, she works with all of you, our clients, to ensure the right things are being brought together on your behalf!
Sara and her husband Chris have lived in Fort Collins for the last 20 years. They are both avid cyclists and also enjoy hiking and camping. They are foodies who don't cook very well. Sara ended up with two Bachelors degrees, one from the University of Oregon, the other from Colorado State University. Luckily they have the same color scheme...
Sara's kindness, empathy and unrelenting desire to help others drive her to help make our office great.