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

Sara is a Fractional CFO and family office advisor, serving as a steady 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 focuses on more than the numbers; she is an advocate for informed, confident decision-making. Whether she is helping a small business scale or ensuring multi-generational continuity for a family office, Sara is deeply invested in her clients’ success.

Outside of the office, Sara and her husband spend time with their three grown children and long outings with Henry, their fox red lab.

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