Broker Check
Sarah Stachnik, M.Ed

Sarah Stachnik, M.Ed

Senior Financial Advisor

Sarah Stachnik, M.Ed
Series 7 & 66
University of Colorado 
University of Oklahoma
Sarah specializes in investment management with young professionals in the Aspen area.  She also provides financial advising for family legacy planning, regarding wealth transfer & estate planning whether to next generation and charitable giving.   Sarah is pursuing her CFP through Boston University.  She is an active Royal Alliance NxG member, and an associate within her OSJ's Firm NWF Advisor Group, Inc

Born and raised in Glenwood Springs, Colorado, I returned to the valley in 2017 after leaving my career as a collegiate strength and conditioning coach.  Having worked with hundreds of incredibly talented athletes, coaches and professionals, I wasn't sure I could possibly love another career.   My passion has always been helping others. In coaching, I worked tirelessly to help athletes achieve their goals by identifying a realistic plan and adapting with each road block to maximize their individual, and team performance.  It brings me great joy to continue to help others by applying these same principals to their financial life goals.

Having the opportunity to learn and work alongside my father is an incredible blessing.  It also allows me to relate to clients who wish to educate and prepare their own children for wealth transfer, whether that be business succession or traditional inheritance.