Sara Skipper

Sara likes to give clients a holistic approach to investing for those in either wealth accumulation or wealth distribution phases.

She holds a bachelor's degree in business administration with a focus on finance from Oklahoma State University.

When she's not at work, she enjoys playing tennis, doing CrossFit, knitting, and spending time with her spouse and their rescue dogs.

She feels it's important for clients to know she has an in-depth knowledge of retirement plans, 401(k)s, and the transition into retirement.