I have been a financial advisor with Edward Jones since 2005 and became a limited partner in 2015. I earned my CFP designation in 2017, which holds me to a higher standard of knowledge, ethics and professionalism in my work.
I enjoy working collaboratively with clients to develop and implement their financial strategies. While I have an established process, it pleases me to personalize plans to match a client's specific needs, wants or individual preferences. I take pride in explaining things in a manner that makes them clearly understood. While most of my clients are working toward either retirement or legacy goals, I also help families plan for college expenses.
Prior to joining Edward Jones, I spent 20 years as a process engineer. I have a B.S. in chemical engineering with a concentration in colloids, polymers and surfaces from Carnegie Mellon University. Most of my process and manufacturing experience is related to polymer processing, but I also spent some time consulting to the auto industry.
Outside of work, my passion is riding. I moved to Virginia to foxhunt and also enjoy eventing, dressage and taking lessons.
Happily divorced, I live in Hume with my dog, cat and two of my three horses (the third horse is boarded where I take lessons).
My branch office administrator, Christi Hitt, has worked with me since 2019. Christi brings with her more than 20 years of retail management experience at AAA. She lives in Culpeper with her husband, Todd, and her two teenage boys.
- Retirement Income Strategies
- Retirement Savings Strategies
- Divorce Finances
- Socially Conscious Investing
- Portfolio Reviews
My Personal Interests
- Horseback Riding
- Animal Rescue
Phone NumberSarah J Atkins at (540) 364-2359
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