Meet Sarah
Sarah is a Wealth Advisor at Mercer Advisors, joining in 2025. She began her career in 2008 and most recently served as Senior Vice President, Senior Wealth Manager for Lido Advisors, LLC. She is passionate about helping clients bring clarity and confidence to their financial lives. Sarah earned a MBA in supply chain and logistics from Syracuse University and is pursuing a M.S. in accounting from University of Colorado at Denver. She is a CERTIFIED FINANCIAL PLANNER® professional. She also holds Sports & Entertainment Accredited Wealth Management Advisor, Certified Wealth Strategist®, Chartered Financial Consultant®, and the Accredited Asset Management Specialist, designations.
Sarah’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Sarah has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Designing financial plans for artists and entertainers navigating complexity and career shifts
- Supporting professional athletes in building lasting wealth from short, high-earning careers, including through NIL (Name, Image, Likeness)
Her working style
Sarah approaches her work with structure and intentionality. Active listening allows her to understand the full picture of her clients’ goals, while checklists and clear processes ensure no detail is overlooked. Her style blends organization with empathy, creating both clarity and confidence for the people she works with.
Sarah in real life
Any words you try to live by?
My personal motto has always been “Service over Self”.
How do you give back?
My family is active in supporting the unhoused population in Boulder by providing hand-crafted warm clothing and healthy food.
What makes you tick?
I’m motivated by helping people bring order and clarity to something as complex and personal as their financial lives. I listen deeply to understand unique goals, then turn that into actionable strategies that can empower confidence and reassurance.
Sarah’s snapshots
Meet Sarah’s Teammates
Brian Samson
Managing Director
What Sarah Says
Brian and I work side by side, combining our strengths to anticipate needs, solve challenges, and do everything we can to deliver the best possible outcomes for our clients.
Mckenna Wieser
Regional Vice President
What Sarah Says
Mckenna and I partner closely to stay connected with the community, building relationships that allow us to better understand, support, and serve the families who entrust us with their financial futures.
Ready to learn more?
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