Sarah delights in working hand in hand with clients in developing their goals that drive their long-term financial plan. She analyzes clients’ current course of action and provides potential alternatives that align with clients’ goals and values. Sarah enjoys helping clients organize their financial life to lessen their burden and stress. She has a high level of proficiency in the financial planning platforms that are used to serve clients and is consistently willing to leverage specialized tools to empower clients accomplish their goals.
Sarah has learned advanced strategies in highly customized, comprehensive financial planning in working alongside her father, (William J. Brown, CHFC®,CLU®, Director of Advanced Planning) since 2007 and looks forward to many years of continuing his legacy in serving clients in financial advising. Sarah is currently pursuing a graduate certificate in financial planning from Boston University along with her CFP®, and currently holds the Series 7 and 63 licenses. She has a bachelor's degree in healthcare business administration, where she was a member of the NCAA Division I Crew Team, a scholar athlete and graduate of the Honor’s College.
Sarah lives in Seattle with her husband, Will, and two boys, Emmet and Nash. She and her family have a love for permaculture gardening in their backyard where they keep bees, chickens, fishponds and many varieties of fruits vegetables and herbs. With so many fresh foods, Sarah naturally has a strong inclination to cook beautiful creations for her family, which they very much enjoy eating. With two very active boys, they love to explore together in their RV, travel to the mountains for alpine skiing, kayak in the Puget Sound, row on Lake Union, ride bikes together, volunteer in their community and spend time with family and friends.