Our Team

Sarah Bourdon, CFP®

Planner Associate

Sarah Bourdon, CFP<sup>®</sup>

As Planner Associate, Sarah reviews and updates clients’ financial plans and investment portfolios, assists Planners with analysis and preparation for client meetings, and provides a primary service point of contact for a group of TNLPG clients.

Sarah Bourdon graduated from The Ohio State University in May of 2018 with a Bachelor of Science in Human Ecology with a Major of Consumer and Family Financial Services.  She became Certified Financial Planner® practitioner in 2021.

Sarah’s favorite aspect of financial planning is helping people prepare for important steps in their lives.  She works to identify the best financial plan for clients by learning about their goals and ambitions. Her determination and integrity drive her to provide the highest level of service.

In her free time, Sarah enjoys running, traveling, and spending time with friends and family.

About
Sarah Bourdon, CFP®

Favorites
TV Show: The Office, Parks and Recreation, Veep
Band/Musician: Beyoncè
Food: Oysters & Mussels
Movie: The Dark Knight
Superhero: Batman
Quote: “I am Beyoncè always.” – Michael Scott
Sport: Cross Country
Sports Team: The Ohio State Buckeyes
Holiday: Thanksgiving
Book: Harry Potter
Author: Emily Brontè
Candy: Crispy M&Ms
Muppet: Statler and Waldorf
Color: Red
Animal: Elephant
Place to Visit: Croatia