Sarah works with young professionals, those preparing for retirement, and those in retirement, helping clients navigate retirement planning, investment management, and comprehensive financial planning.

She takes an education-focused and relationship-driven approach to planning, with work that is designed to help clients make confident, informed decisions.

Sarah earned a B.A. in Psychology and Pre-Professional Physical Therapy from The University of Montana. Her background supports a compassionate and client-focused approach to helping clients navigate important financial decisions.

Outside of work, Sarah enjoys spending time with family, gardening, hiking, and staying active outdoors.

Serving clients throughout Honolulu and the surrounding areas, including Kapolei, Hawaii Kai, Kahala, Kaneohe, Kailua, Pearl City, Kalama Valley, Mililani, Aiea, and neighboring islands.