Speakers
Sarah Baker, CFP®, Senior Financial Planner, joined Mason Investment Advisory Services, Inc. in April 2021. Prior to that date, Ms. Baker was a director and client advisor at Sullivan, Bruyette, Speros & Blayney and member of the diversity committee. Prior to that, she was a private wealth advisor at Ronald Blue Trust. She has been featured in industry publications for her finance- focused community engagement. She received a Bachelor of Science in Finance with a minor in Communication from West Virginia University in 2004. She received her CERTIFIED FINANCIAL PLANNER™ certification in 2007. Ms. Baker is a member of Mason’s Investment Committee.