About Sara

Sara is a Financial Advisor in Chicago, IL. Her focus is helping clients achieve financial independence at any stage in life.

A Magna Cum Laude Graduate of Harvard University, she received a Master's degree in Finance in 2011. Sara also holds a degree in Biomedical Engineering from Case Western Reserve University.

Investing has been an integral part of Sara's life. At the age of 13, she purchased her first mutual fund. Through working at weekend and summer jobs, she continued to diligently save and invest. This enabled Sara to support the cost of her education.

In 2000, she began her engineering career at Synplicity, Inc., a company that built software for microchip designs. Sara advised Fortune 500 companies on how to complete their microchip designs and get their products to market on time. She successfully bridged her career to the financial industry by using many of the same skills she developed in engineering.

Staying focused on the solution, removing emotion from the equation, and producing a result that is based on reason and logic is the same process that Sara uses in navigating financial markets.

At J.P. Morgan, she uses these skills to help clients protect and grow their wealth through diligent planning and investing that is unique to each person's or family's goals.

Being from a military family, Sara and her family actively support the Wounded Warrior Project and Injured Marine Semper Fi Fund. Sara is also a longtime supporter of the Juvenile Diabetes Research Foundation, The Salvation Army, and Shriners Hospital for Children.

Insights

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
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