Registered Financial Life Planner
Sarah Byrd is a registered Financial Life Planner who has worked in the Investment and Financial Planning world for over 16 years. Sarah enjoys making the intimidating subject of finances understandable, and she has a special place in her heart for individuals and families transitioning into life-changes that come with aging. 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; and, their dreams, hopes, fears and regrets are wrapped up in it. Helping her clients, seniors, and their families reach their goals is Sarah’s passion.