Sara had an interest in personal finance from a young age. After starting her career in healthcare, she realized she wanted to develop more long-term relationships with the people she was helping. She independently took the necessary coursework to be a Certified Financial Planner™, then found her way to client-centric Foster & Motley. From the deep personal connections to the complex technical aspects, Sara loves to help guide clients along their journey to financial freedom.
Sara spends her free time with her husband, Wes, and their three young children. They enjoy going to the park and the Museum Center, and have recently taken up vegetable gardening and vermicomposting as a family. Weekends also include spending time with grandparents and cousins locally, as well as visiting extended family overseas when possible.
- Earned CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, 2022
- Obtained Series 65 accreditation, 2020
- Graduate of the University of Cincinnati with a Bachelor of Science in Nursing degree, 2012