Sara is a CPA who leverages over three decades of experience to help operational leaders translate financial complexity into clear, actionable strategy.

As a fractional CFO and family office advisor, she serves as a grounded partner for clients navigating the pivotal moments of business—from rapid growth phases to the delicate nuances of long-term stewardship.

Having spent her career in both public accounting and private industry, Sara is more than a numbers-focused expert; she is an advocate for informed, confident decision-making. Whether she is scaling a small business or ensuring multi-generational continuity for a family office, Sara is deeply invested in her clients’ enduring success.

Outside of the office, Sara and her husband prioritize time with their three grown children and long outings with Henry, their energetic Fox Red Labrador. A fan of high-energy pursuits, she balances OrangeTheory workouts and travel with a taste for adventure—having already checked skydiving and bungee jumping off her list.

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