An outgoing numbers person, Sarah loves using her knowledge and experience to help others navigate complex situations.

Sarah’s mission is to make her client’s finances understandable, actionable, and accessible—so owners can breathe a sigh of relief.

With years of experience servicing investment properties in the banking sector and a lifetime around real estate, she specializes in helping investors understand and grow their rental portfolios. Sarah works with buy-and-hold investors to analyze their full portfolio, consolidate financials across properties, and serve as a central point of contact for property managers, CPAs, realtors, and more.

She brings structure and clarity to constantly moving pieces, turning portfolios into cohesive investment strategies rather than a collection of individual properties. With clear insight into performance and what lies ahead, clients can make confident decisions without guesswork—freeing them to focus on the aspects of investing that they enjoy, or maintain passive income while leaving the financial oversight to Sarah and her team.

A Portland native and graduate of the University of Oregon, Sarah is an avid outdoor rock climber who enjoys traveling around the world in search of her next adventure. When she’s not creating financial reports for clients or scaling a rock wall, you can find her relaxing at home with her husband, her Newfoundland, and her extensive collection of plants.

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