Senior Financial Planner
Sarah Baker, CFP®, joined Mason in April 2021.
- Received her CERTIFIED FINANCIAL PLANNER™ certification in 2007.
- Bachelor of Science in Finance, West Virginia University.
- More than 16 years of wealth management experience assisting individuals and families align their goals and values with their wealth.
- 2020 InvestmentNews 40 Under 40 Winner
- Passionate about financial literacy and active volunteer with Britepaths
Sarah enjoys being a mom to her son Andrew, spending time with family, playing tennis, traveling, and reading.