About Sarah Coffey

I’m a Financial Advisor who’s passionate about helping people feel less stressed and more confident when it comes to money. Finances can be complicated, but they don’t have to feel overwhelming. I work with individuals and families to create personalized plans that fit their goals, values, and real life. Whether you’re just starting out, planning for something big, or trying to make sense of it all, I’m here to offer guidance, support, and a clear path forward.


Education & Accomplishments

Behavioral Financial Advisor (BFATM) designation

FINRA Series 66 Uniform Combine State Law

FINRA Series 7 General Securities Representative

Life & Health Insurance Licenses

M.S. in Counseling -- Winona State University

B.A. in Biology and Psychology -- Luther College

At home, I am a mom of 2 very active teens. Evenings are filled with softball, soccer, volleyball, theatre and singing. You should hear us on a car trip!

As a family, our most favorite thing to do together is explore the world. Highlights have been Cape Town, South Africa, and Barcelona, Spain. I look forward to many more adventures with them!