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Personal

Sarah was born in Kansas, grew up 15 years in Wisconsin and a few years in Illinois, then graduated college in Indiana after two study abroads Mexico and China. She is passionate about the interconnectedness of human souls and dreaming big.

Sarah has been a yoga instructor in the Denver area and involved in the local health and mindfulness community. Sarah is also a certified personal trainer & certified life coach. She also loves the outdoors and any adventure in nature. Her pronouns are she/her & identifies as pansexual, with experience planning in LGBTQ+ nuances.

Sarah loves her yearly tradition of taking each of her 13 nieces and nephews on a one-week trip anywhere in the world they want to go. She set this goal a few years ago, took her eldest niece to Fiji in January 2019, took her second niece to Bali Indonesia in January 2020, & took her third niece to Mo'orea French Polynesia in January 2022. She has made this precious one-on-one time a priority in her life. Chase your dreams and spend life living!

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Professional

After receiving a bachelor's degree in Political Science from Valparaiso University in 2006, Sarah joined Northwestern Mutual in Middleton, Wisconsin for 4 years, then moved to Denver, Colorado in 2010 for a career opportunity still with Northwestern Mutual.

During those 11 years, Sarah built trusted relationships with her teams' clients, created financial plans, helped craft strategic recommendations, implemented and serviced insurance and investment products, co-hosted client events, and assisted her teams in all areas of providing financial security.

In 2017, Sarah created her own financial planning practice within Northwestern Mutual to impact more lives, and specifically to empower women with passionate support, clarity, and confidence.

Sarah holds the CERTIFIED FINANCIAL PLANNER™  professional certification. In addition, Sarah also holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®), Chartered Advisor in Philanthropy (CAP®), and Chartered SRI Counselor (CSRIC®) designations. Sarah maintains her insurance and investment licensing in 42+ states where we serve our clients.

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Uplifting & Supporting Our Community

Here are some of our favorite organizations with which we're involved

Project PAVE

Project PAVE works to end violence by empowering youth to build healthy relationships.

Learn More about Project PAVE

SafeHouse Denver

SafeHouse Denver serves survivors of domestic violence and their children through both an emergency shelter and non-residential counseling and advocacy center.

Learn More About SafeHouse Denver

The Center on Colfax

The Center on Colfax is a safe and welcoming place for Colorado's proud, diverse LGBTQ community.

Learn More About The Center on Colfax

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Here are my areas of expertise

Financial Planning

Investment Planning & Strategies

Charitable Planning

Insurance Protection Strategies

Retirement Planning & Income Strategies

Business Planning & Succession

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

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