In 2013, I lost my mom to pancreatic cancer. She was 62 years old. My dad was just a few years away from retiring and had no idea if he could afford to. I was working in the banking industry at the time and told him he needed to meet with a financial advisor. We walked out of that meeting knowing what a comfortable retirement looked like for him. That experience with my father is what brought me to Edward Jones. I want to partner with my clients to uncover their goals and work together on a strategy to help get them there.
Raised in York, ME, I started in the financial services industry in 2014 as a teller at a credit union and worked my way up. I met a financial advisor there who encouraged me to look into the role at Edward Jones. I never knew just how perfect of a fit it would be for me.
My spouse, Sam, and I live in York, Maine with our daughter, Lyla, and our high energy rescue dog, Maya. When I'm not working, I enjoy spending time with my family and traveling either to visit relatives or to sightsee. I love going to concerts, and I am excited to share that passion for music with my daughter.
My branch office administrator, Kristen, has three years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your statement, dividends or your account in general.
We enjoy helping those interested in establishing and building their wealth for any future long-term goals, whether it be saving for retirement, college or a vacation home. We work with you to create a strategy and guide you along the way to help you achieve your goals. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- New Investors
- Retirement Income Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Office Address464 Central Avenue
Dover, NH 03820
Phone NumberSarah A Swanson at (603) 749-1646
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