"My passion is collaborating with my clients to develop customized financial plans and wealth management strategies designed to accomplish their goals. It is important to me to build long term, meaningful relationships based on trust, care, and competence."
Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.
As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.
We offer comprehensive financial planning services through Osaic Wealth and are dedicated to helping you:
- Identify your goals.
- Develop a financial plan based on sound advice and knowledge.
- Implement your plan.
Throughout this process, we never lose sight of one essential element – personal service. At StoneBridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.
Achievements
- CERTIFIED FINANCIAL PLANNER(R) Practitioner
- Chartered Financial Analyst(R)
- Registrations: Series 7, Series 66, Health and Life Insurance licensed
- Registered Representative, Osaic Wealth
- B.S., Magna Cum Laude, Towson University
- Partner, StoneBridge Advisors, Inc.
Professional Associations
- Financial Planning Association
- Women in Financial Services
- Baltimore Estate Planning Council
- Osaic Women's Advisory Board Member
- The Resource Group
- Member of the CFA(R) Institute and CFA(R) Society Baltimore
Personal
- Resides in Lutherville, MD with her husband, Mike, son Dominic, daughter Brooklyn and two step-daughters, Abigayle and Jacklyn
- Former Committee Member and volunteer for the National Kidney Foundation of Maryland
- Former member of the Maryland Commission on Kidney Disease
Sarah is supported by knowledgeable professionals with years of experience in their specific areas.
- Michael Ward, CLU®, ChFC®, CFP®, Chairman and Founding Partner
- Steve Koziol, Chief Operations Officer
- David Sloper, CFP®, Financial Planner
- Adam Hewat, Financial Planner
- Jack Rogers, CFP®, Partner
- Matthew Larson, CFP®, Partner
- Levi Bean, Investment Specialist
- Lori Ferraro, Business Development Director
- Drew Yager, Practice Manager
- Kaveh Montazer, Client Relationship Manager
- Nolan Walchko, Client Relationship Manager
- Matthew Alton, Client Relationship Manager
- Zachary Szczybor, Client Relationship Manager
- Sori Meredith, Client Service Manager
- Barbara Bristol, Client Service Coordinator
- Robin Cassell, Client Service Coordinator