About Us

I've been doing this long enough to know the difference between an advisor who manages your money and one who actually watches out for you. Those are not the same thing. 

Early in my career, I'd tell someone when they could retire, or whether buying that new car made sense. Small moments. Real relief. I loved that. 

Then came the day I understood what this work could really be. A client was in crisis — scared in a way that makes it hard to see how things will be ok. The situation was complicated. Most advisors would have handed her a plan. 

That's not what she needed. She needed me to step into her shoes and be her advocate.

That's when I understood what I was actually here to do. And I haven't approached this work the same way since. 

My background isn't just finance. It's communications and human behavior — a genuine curiosity about how people make decisions and what calms their fears. That's why clients don't come to me just for the numbers. They come because they want someone who sees the whole picture and never stops watching it. 

I hold a CFP® designation and operate with intentional independence — which means every recommendation is built around your life, not a product quota.

Designation: CFP® — Certified Financial Planner  | Firm: Sachs Wealth Managemen | Affiliation: LPL Financial / Integrated Financial Group 

Kelly is the detail behind the detail. A CPA with a gift for untangling complexity, she brings the same warmth to a spreadsheet that we bring to every client relationship. She’s usually three steps ahead—quietly preparing what clients need before they even think to ask. 

Laura is often the first voice you hear and the reason every interaction with our office feels easy. She keeps things organized, meetings prepared, and makes sure you always feel like you belong here — because you do.