How do you spend your time when you're not serving clients?
Family of ten (family time is the BEST), lots and of dinner prep and laundry :), hiking all over the world, Japanese, cycling, running, skiing triathlons/ironman, reading, sewing, quilting, gardening, everything 🤪
What stands out to you about the Elevant experience?
One of the things I value most about our firm is the trust and genuine friendship we share as a team. We work together more like family than coworkers, drawing on experience across accounting and finance. That collaboration allows us to provide clients with thoughtful, well-rounded guidance and better solutions than any one of us could offer alone.
What's one value you try to live by?
Courage & Kindness (that’s two :)
Bio
Sara joined Elevánt Wealth with a passion for helping individuals and families build confidence in their financial future through education, thoughtful planning, and personalized guidance. She believes financial planning should be approachable, empowering, and tailored to each client's unique goals.
Before joining Elevánt, Sara gained valuable experience in Deloitte & Touche's personal finance division, where she provided strategic financial guidance to individuals and families. Her professional experience, combined with her perspective as a mother of seven, allows her to understand the financial decisions families face through every stage of life.
Sara is committed to building lasting relationships by listening first, educating clients, and helping them make informed financial decisions with confidence. She believes that with the right guidance and a clear plan, financial freedom is attainable for everyone.
Outside of work, Sara enjoys spending time with her family and challenging herself through endurance athletics. She has completed multiple Ironman triathlons, finished a 10K in 10 different countries, and is currently working toward her goal of running a 5K in all 50 states.
Whether she's helping clients pursue their financial goals or training for her next race, Sara is guided by discipline, perseverance, and a genuine desire to help others become financially independent.