Sarah Scattergood, AIF®, CRES, MBA

Senior Financial Advisor

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

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

• 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. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

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