A born strategist, Sarah was hooked on financial advising by age 16. To her, the field is as exciting as they come, presenting the ability to affect real change in people’s lives. The study of business economics at the University of California, Santa Barbara instilled in her a love for analytics, but the “people side” of the work kept calling her back. Focusing primarily on wealth advisory and retirement planning solutions, Sarah seeks to identify opportunities for clients then create a plan to accomplish their goals, be they retirement, saving, gifting, leaving a legacy or working through the metrics of a family. Building strong relationships with clients is unique to the 6 Meridian team