No stranger to the financial world; Sara started by working in banking. Beginning as a teller, she worked her way up to First National Bank's Retirement Plan Services team. And then shifted to be an assistant within the Trust Department, so she is familiar with the ins and outs of handling trusts. Sara then moved into working at a financial planning office, first as an assistant and then as office manager. She has been working at Vision Wealth Advisors for the last ten years. 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 are starting to figure out how to cook. 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.