As a financial advisor, people always think I work on building portfolios and watch the stock market. It's not that I don't do those things, but the things I love most about my career are when I spend years working with my clients to help them achieve their goals and I tell them they have finally achieved it! The success of my clients is what continues to inspire me every day to do my best.

I started my career because I grew up in a working-class family that struggled to make ends meet. When my dad got to his 60s and didn't know if he had done enough to comfortably live in retirement, I made it my life mission to keep that from happening to as many people as possible. I never want anyone to be that close to a major change in life and not be prepared for it, so I focus on partnering with families to uncover their goals and work together on a strategy to help them get there long before that goal gets here.

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 young 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 been with me since 2018. She 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.

Sarah Swanson
[email protected]
(603) 749-1646