Sarah Sikorski, CPA, CFP®

Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT

Recent Posts

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 2025

Retirement Withdrawal Strategies to Lower Taxes

December 27, 2021