After nine years in the field, Sarah is focused on helping clients who come to VLP during crucial periods of financial need. She works with individuals and couples providing goal-based financial plans and strategic investment strategies that help prepare clients to meet their short-term and long-term goals advising in the areas of retirement, Social Security, insurance, investing, tax considerations, and estate planning. Additionally, Sarah is trained as a neutral for the collaborative divorce process and specializes in helping individuals plan around the financial challenges that come with divorce. She has a master’s degree in curriculum and instruction from George Mason University and a Bachelor of Science in Mathematics from Penn State.
VLP Financial Advisors is an independent, full-service wealth services firm, with over $1B+ in assets under management (as of 12/31/22), with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way.