Since 2021, Sarah has been working with individuals and small businesses to educate, empower and guide them on their financial journey. Her work includes budgeting, debt management, strategic planning and financial organization. Her mission is to provide clients with tailored investment support as well as partner with them to ensure successful financial management and planning.
Prior to joining the Oxford Investment Group, Sarah founded Wise Women Wealth, a financial coaching business. She has also been a project analyst, a budget analyst and a project manager (PMP® certified) in both the federal government and financial sectors.
In her words, “I understand the challenge of balancing everyday life with financial goals. Working with a trusted partner to plan the financial aspects of your life is imperative for long term success”.