Sarah joined the Firm in 2024 as a wealth management assistant responsible for supporting Lumsden & McCormick Financial Services. Sarah joined the Firm with experience in medical sales and non-profit development.
State University of New York at Buffalo, Bachelor of Arts, Psychology, English
Junior League of Buffalo, Member
LB Rising Leaders Class of 2011
In her free time, Sarah loves to play pickleball.
In this month’s market update video from August 2025, Austin Schaul, CFA®, Head of Research at Avantax, recaps returns for July and then shifts to an update on the economy, earnings, AI spending and our outlook going forward.
Even if retirement isn’t in your immediate future, saving and investing now can help you live comfortably after you’re done working.
When talking to a parent about future care, it’s best to have a strategy for structuring the conversation. Here are some key concepts to consider.
In a strategic move to enhance their service offerings and expand their market presence, Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc. are pleased to announce that they are in negotiations to merge.
On Sunday, May 14, Lumsden McCormick headquarters at 369 Franklin Street, Buffalo, NY, suffered a fire. Thankfully, no one was in the office at the time and there were no injuries.
Lumsden McCormick would like to share our season tickets with you!
Ivan Grull, Chief Investment Officer at Avantax, provides a September market update.
The Avantax Market Update video for July 2025 features Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax. The Market Update recaps return for June and then shifts to an update on the Federal Reserve, Corporate Earnings and our outlook going forward.
In this month’s market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax discusses market recovery in May, bond market challenges, trade policy uncertainty, and a positive corporate outlook.
