Sarah Byrd

Sarah has worked in the Investment and Financial Planning world for 16 years, and is a registered Financial Life Planner. When she is working with clients financial worlds, she is working close to their hearts – they worked hard for their money; they inherited it from a loved one; dreams, hopes, fears and regrets are wrapped up in it. Sarah enjoys making the intimidating subject of finances understandable and helping people make good choices. She has a special place in her heart for individuals, and their families, who are transitioning into changes that come from aging. She watched her parents deal with different dementia diseases at the same time for over 10 years. She and her sister continue on this journey with their 89 year-old mother. Her father died from Alzheimer’s in 2017 and she knows first-hand the challenges it brings. “Helping you reach your goals is my ultimate success.”