Sarah is a Principal and Wealth Advisor for Adero, with over 13 years of experience in the financial services industry. Prior to their merger with Vista in 2019, Sarah was the Director of Client Service Operations for Hines Warner Wealth Management, where she served for ten years in increasingly complex roles. As a licensed investment advisor representative and a CERTIFIED FINANCIAL PLANNER™ professional, she specializes in financial planning with an emphasis on retirement income, cash flow analysis, and risk management. She believes every successful client relationship is based on trust which is earned through consistent performance and exceeding expectations.

Sarah is active in our community, currently serving as a Trustee for the Albertina Kerr Foundation, a non-profit organization supporting children and adults with developmental disabilities and mental health challenges. She also serves on the Board of Directors as Treasurer for All Classical Radio.

Sarah graduated from the University of Oregon in 2010 with a BA in Business Administration and Japanese, concentrating in Finance and International Management. She holds a Series 65 securities license and resides in Portland, Oregon with her family.