Sarah Baker (CFP®)

Sarah Baker focuses in the
following client markets or areas of practice:

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Sarah understands and addresses the complex issues surrounding effective financial, investment, estate, and tax planning. She is dedicated to helping clients define and achieve their financial goals by developing strategic financial and investment plans and providing accountability.

Additional Information

Prior to joining Sullivan, Bruyette, Speros & Blayney in 2017, Sarah worked for Ronald Blue Trust for 11 years. Sarah graduated from West Virginia University, where she earned her Bachelor of Science in Business Administration with a major in Finance.