As a financial advisor, my primary focus is to know you and what is most important to you. I chose to work for Edward Jones in 2007. I chose Edward Jones because of their strong values, culture and number one focus, serving clients. I was inspired to become a financial advisor by my late grandmother, as she was a client of Edward Jones for over 30 years. She taught me the importance of saving for the future and the power of investing.

My inspiration continues today as I work closely with clients, CPAs and estate planning attorneys. My passion is to help guide clients through life's major transitions, from new jobs and new babies to retiring or losing a family member. As a financial advisor, my goal is to provide my clients with timely and relevant market updates and help keep them on track to reach all their financial goals. My hope is that all my clients walk away after our meetings feeling less stressed and more accomplished towards achieving their dreams.

I attended Lindenwood University and graduated with a Bachelor of Arts degree in 2006 and a Master of Business Administration degree in 2009. I continue to educate myself as a financial advisor in continuing education courses throughout the year.

My husband, Dane, a proud veteran, and I met in 2001. We have one child, Alaina, and two dogs. As a family, we love being at the lake, boating and indulging in Mexican food. We are also passionate about supporting the growth of our local, family owned businesses, community and military families.

When you call the office, you will be greeted by either myself or my partner, Loretta Bradley, a key member of my team. We work closely together to provide a five-star level of service focused on trust, communication and support.

We invite you to give us a call, we have created a personal review service or second opinion service. This service is offered with no obligation. We look forward to meeting you!

Sincerely,

Sara

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies

My Personal Interests

  • Traveling
  • Golfing
  • Pets
  • Auto Racing
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More