Sara joined the Bridgetown Wealth Management team in 2025, bringing over a decade of financial industry experience in administrative and practice management roles. As Bridgetown's Paraplanner, Sara’s keen attention to detail ensures every financial plan is built on accurate and comprehensive data. With a patient and caring approach, she is committed to providing clear and practical steps that help clients confidently move toward their most important goals. She aims to help clients feel supported and informed throughout their financial planning journey.
A lifelong resident of the Portland metro area, Sara cherishes the moments she spends with her husband and two wonderful children. Together, they love exploring the region's numerous parks. They can often be found walking on trails, letting the kids loose on playgrounds, or playing friendly games of disc golf.