Our Professionals

Sarah Boyd CFP^®
Planning Associate

Sarah has over eight years of experience working in the financial services industry. She received her bachelor's degree in Family Financial Management from Virginia Tech and obtained the Certified Financial Planner designation from the CFP^® Board of Standards. Sarah is a member of the national Financial Planning Association and the Financial Planning Association of the National Capital Area.

Sarah is part of a planning team and is involved in many aspects of integrated wealth management, including financial planning analyses, client meetings, estate planning and income tax preparation.