Sarah Clayton, CFP®

Sarah Clayton, CFP®

Associate Advisor

Sarah Clayton, CFP® is an Associate Advisor who supports Mike McKay’s practice at the Columbus branch. She joined LongView in 2019 as a Client Services Coordinator. Sarah believes in emphasizing the client’s overall financial plan to guide future investment and tax decisions. The Columbus branch specializes in retirement planning for both 1099 and W2 employees.

Sarah graduated from the University of Georgia in 2016 with a bachelor’s degree in Mass Communication. She completed the University of Georgia Terry College of Business CERTIFIED FINANCIAL PLANNERTM Education Program in 2021 and attained her CFP® certification in 2022.

Sarah currently resides in her hometown of Columbus, Georgia with her husband and their Westie. In her free time, she enjoys reading history, doing textile crafts, and flower gardening. She and her husband also keep Italian honeybees.

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.