With over a decade of experience in wealth management, Sarah is a trusted advisor specializing in retirement planning, investment management, and insurance solutions. As a woman-owned business, she has built a reputation for being deeply committed to her client's financial success, providing value-driven advice tailored to the unique needs of both working-class and affluent individuals.

Since founding her practice in 2012, Sarah has focused on delivering personalized financial strategies that prioritize long-term growth and security. She is dedicated to understanding each client’s goals, ensuring they have the right investment approach and insurance coverage to achieve their financial aspirations.

Certified as a Chartered Financial Consultant (CHFC), Sarah brings her expertise and a commitment to education and service in every client relationship. Whether you're planning for retirement, managing investments, or securing your family’s financial future, Whitmore Financial offers the expertise and support you need to navigate today’s financial landscape with confidence.