Sara joined Financial Technology in 2014, and has more than 16 years of industry experience. She is an Accredited Asset Management Specialist℠ (AAMS®) a CERTIFIED FINANCIAL PLANNER® professional, and an Accredited Investment Fiduciary (AIF®), specializing in personal investment planning, asset management, and retirement income planning. When not in the office, Sara can be found partaking in creative outlets such as theater, sewing, or assisting her husband with woodworking.