CPA, Financial Planner
Sarah is an alumna of the University of Colorado at Boulder and received her Bachelor of Science in business administration with a focus in finance. One year later she obtained her Master’s in Professional Accountancy from the University of Texas. She is a Certified Public Accountant and Investment Advisor Representative.
Before embarking on her journey at CWA, she served in the healthcare audit practice at KPMG for three years. During her time there, Sarah aided both private equity and public healthcare companies to complete financial and control systems audits. She joined the CWA team in November 2017.
“I love that I get to share my specialized skill set with my clients in a way that helps them make informed financial decisions. Education is at the core of what we do at CWA, and it’s a gift to be able to teach, advise and empower them along their financial journey.”
Sarah often volunteers for the 3to1 Foundation as a financial literacy teacher for its various seminars for people of all ages.
Originally from Colorado, she and husband, Reed enjoy going back there frequently to ski in the winter and hike in the summer. In her downtime, she enjoys spending time with friends and family and reading with her book club.