Sarah Wallace, AAMS®
LPL FINANCIAL ADVISOR
Sarah Wallace joined the Financial Strategies team in 2013 working in service and operations. Since that time, she has learned the business from the ground up. In her current role she blends her talents to serve existing clients as a Financial Advisor and client relationship manager.
Driven and a natural learner, you can expect Sarah to provide you with genuine and caring advice to support you on your journey. Sarah’s passionate about using her knowledge to solve problems and help educate clients for stronger financial outcomes. Her work ethic provides an excellent complement to the team and keeps us all on track and moving forward.
Sarah has a B. S. in Psychology with a minor in Business from Washington State University. In addition to her professional licenses, Sarah also earned the Accredited Asset Management Specialist (AAMS®) designation from the College for Financial Planning. With an emphasis on investments, this enables Sarah to focus on the key fundamentals of successful investing.
In addition to her profession, Sarah maintains a balanced life through the pursuit of healthy living and fitness. A native of Longview, Sarah spends a lot of time at the football field and basketball court proudly cheering on her son in his athletic endeavors.