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Sarah

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An upstate, NY native (Fayetteville to be exact), I settled on the NH Seacoast in 2011 after living in Portland, ME, Boston, Lake Tahoe, CA and Burlington, VT. I’m a lawyer-turned-financial planner at Charter Oak Capital Management who loves helping singles (by choice, widowed, or divorced) and couples organize their financial lives and plan for the life they imagine. My husband Dan is co-founder of a renewable energy company and we have three girls ages 9, 7 and 2. Our family loves the outdoors and spends a lot of time in Rangeley, Maine -- hiking, skiing and biking. I’m an avid reader, podcast listener, home organizer and gardener. I love all kinds of music and smart comedy (a la Midge Maisel). And in the event I find spare time, I beeline to my hammock or the couch with a book.

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