Sarah Snyder

Wealth Management Assistant

716-856-3300

ssnyder@lumsdencpa.com

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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.

EDUCATION

State University of New York at Buffalo, Bachelor of Arts, Psychology, English

COMMUNITY

Junior League of Buffalo, member
LB Rising Leaders Class of 2011

FUN FACTS

In her free time, Sarah loves to play pickleball.

Service Expertise

Service Expertise

  • Asset and Income Protection
  • Debt Management
  • Education Planning
  • Investment Management
  • Retirement Planning

Service Expertise

Service Expertise

Service Expertise

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Special Situations
  • Tax Planning

Service Expertise

Service Expertise

Service Expertise

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Debt Management
  • Education Planning
  • Estate and Gift Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Special Situations
  • Tax Planning
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