Your finances are deeply personal, and they hold the key to the future you envision for yourself and your loved ones. Therefore, it is important that you find not only a financial advisor, but a teammate and partner.
My passion is developing lifelong relationships with my clients and walking with them through each life stage, both the joyous and the difficult. By using an established process, I take the time to learn about your story, understand your financial goals and develop a personalized strategy to help those goals become a reality. I am especially passionate about partnering with women investors and those who love them. It is estimated that 80% to 90% of women will be solely responsible for their household's finances at some point (PEW Research, 2015). By partnering with me, I can help you be properly equipped with the knowledge and financial strategy to step into this role with confidence.
I was born and raised in Omaha, as was my husband, Ben, who is a local Omaha High School teacher and head football coach. We are the proud parents of three wonderful children. The five of us live and breathe football in the fall but also find a balance by spending time with family at the lake, playing with our West Highland terrier, Riley, and traveling when time permits.
In 2022 I attained the CERTIFIED FINANCIAL PLANNER™ certification. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
Our Edward Jones branch team's focus is you. My branch office administrator, Mindy, has over 15 years of administrative and client service experience. She strives to provide you exceptional, personalized service to meet all your administrative needs. Together, we want to make sure you feel understood, respected and in control.
We look forward to learning your story, your goals and your vision for your future. Together, we can turn that vision into reality.
Extended hours are available by appointment only. I understand that our normal weekday hours from 8:30 a.m. to 5 p.m. do not fit every schedule. Therefore, I offer evening and Saturday meetings by appointment.
- Wealth Strategies
- Retirement Income Strategies
- Divorce Finances
- Business Retirement Plans
- Charitable Giving
Office Address3904 N 138th Street
Omaha, NE 68164 opens in a new window
Phone NumberSarah Ryan at (402) 965-3980
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