Sarah comes from a long line of financial professionals, spanning four generations. Her great-grandfather was a bank manager, her grandmother was a bank teller, and her mother served as vice president of the trust department at the largest bank in Hawaii. Following in their footsteps, Sarah passed her Series 7 and Series 66 exams, holds a producer license to sell insurance, and is a registered investment advisor.

Born and raised on the island of Oahu, Sarah attended the University of Montana, where she earned her bachelor’s degree in psychology and physical therapy. She is also a licensed massage therapist.

After completing her studies, Sarah developed a keen interest in finance and investing. Realizing that financial education is often lacking in schools, she immersed herself in the subject, reading extensively and taking numerous online courses. She began managing her own investments and quickly understood the importance of having a solid financial plan, especially for those in the 401(k) era, without the security of pensions.

Sarah’s mission is to help as many people as possible feel confident in their financial plans, whether they are just starting their careers, planning for retirement, or enjoying their golden years. What she loves most about her job is hearing people’s stories and learning about their lives.

In her free time, Sarah enjoys spending time with her family, especially running outside with her one-year-old son, Camden. When she’s not chasing after him, you can find her gardening in her yard or hiking. Sarah’s passion for finance, combined with her genuine interest in helping others, makes her a valuable asset to our team.