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Creating and Managing Wealth, LLC
Irving Branch
5201 N. O’Connor Blvd. Suite 200
Irving, TX 75039

  (972) 831-8866

Sarah Scattergood, AIF®, CRES, MBA

Senior Financial Advisor


Summary of Approach

With over 15 years in the financial industry, Sarah provides a wealth of knowledge to clients.  She offers comprehensive financial planning to insure clients are properly planning and preparing for their financial futures.


Bachelor of Science in Business Administration from Olivet Nazarene University

Bachelors of Science in Accounting from Olivet Nazarene University

Masters in Business Administration from Keller Graduate School of Management

Areas of Focus

Comprehensive Retirement & Investment Planning, eMoney, 403b, IRA, College Planning, Insurance Analysis, Tax Advantaged Investing.

Licensing and Professional Registrations
  • FINRA Series 7: General Securities Representative
  • FINRA Series 66: Uniform Combined State Law
  • AIF®– Accredited Investment Fiduciary

  • CRES – Certified Retirement Education Specialist

Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC.,, Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

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IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts.