Sarah Birkhaeuser


Professional Bio

What do you feel most grateful for in life? I am truly thankful for family, both close and extended, and my close friends. I am so lucky to be surrounded by so many wonderful people with which I can share a good laugh and make memories. They remind me about the importance of enjoying every moment, and I do my best not to take my time with them for granted.

What’s the best advice you’ve ever received? It would be a tie between “Slowly because it’s urgent” and “do it right or do it twice.” I believe that it is very important to give any task you attempt the attention it deserves, and to be sure to complete the task correctly the first time it is attempted. This advise forms a great part of my work ethic and informs the way I complete the work I take on each day.

What do you love most about being part of Pugh-Bellmar Financial?

My favorite part of working for Pugh-Bellmar Financial is working with a team that is so dedicated to doing what is best for their clients. It is inspiring to be mentored by a team that believes so strongly in the power and importance of financial planning, and I feel very lucky to be part of a team that cares so deeply for their clients.


Sarah and her brother on vacation in Yosemite National Park.