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Meet Sara

Sara Gibbs is a registered investment consultant and financial advisor who provides personal attention to your financial goals.  As a full-service, licensed investment professional since 1986 Sara can manage your portfolio of stocks, bonds, mutual funds, and money managers.  She specializes in financial management and retirement planning.  She holds licenses in both securities and insurance.

Special emphasis on:

  • Asset Allocation
  • Portfolio Management
  • Retirement Planning
  • Wealth Accumulation and Preservation