Sarah joined Charter Oak Capital Management in 2015, returning to financial planning after serving as Director of Finance and Legal at Adaptive Communications (now Optiv). Prior to that, Sarah spent four years in wealth management and financial planning at Morgan Stanley in Portsmouth, NH. An attorney and CERTIFIED FINANCIAL PLANNER™, Sarah brings an organized and empathic approach to her client relationships. Working together, Sarah assists clients in setting and achieving goals in order to live the life they imagine. Sarah is a member of the firm’s Professional Development Committee and its Behavioral Finance Subcommittee. Sarah writes articles on personal finance for Seacoast Moms, a c