Coordinated Lifetime Strategies

 

Sarah Lane

Sarah graduated magna cum laude from the University of Oregon with an accounting degree in 2005. After working as an audit associate for the international accounting firm, KPMG, she obtained her CPA license in 2006.  Sarah then worked in the individual and small business tax preparation field prior to receiving her Master of Arts in Higher Education and Student Affairs from the University of Connecticut.

While working in higher education, Sarah developed a love for financial education and decided she wanted to pursue financial advising. With this new goal in mind, Sarah returned to the financial world to join CLS Financial Advisors, Inc. and Schultz Group CPAs (formerly Schultz and Crouse, P.C.), where she provides financial planning and tax preparation services for clients. Sarah earned the Personal Financial Specialist (PFS) credential in 2017.

Sarah is a native Oregonian from Bend who loves to travel and learn new things. She enjoys indoor rock climbing, practicing Mandarin and/or piano, playing board games with friends, and is always looking forward to the next travel adventure.

 


 

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