Sarah Robertson

My Professional Approach

Building relationships, asking the hard questions, and listening drive our work for clients. We want to help couples and individuals realize their financial dreams and aspirations; in doing so it is essential for us to clearly understand our clients´ goals and objectives. Also important is our ability to educate our clients so they have a clear understanding of their investment plan and feel like a partner in the process. No two investors are alike – and neither are their financial plans. Your goals are unique. We provide personalized help to make the best long-term decisions and strive to preserve and grow your wealth. We earn your trust because you know you can count on us to leverage our range of knowledge and advise you on challenges that may arise. My client-first service commitment for you begins by asking questions, listening to your responses and learning what is important to you. We’ll work together to evaluate your current financial picture and explore your investment time horizon, and your tolerance for risk. Each of these steps will help us develop your personalized, goals-based financial program using the various investment tools we have at Benjamin F. Edwards & Co.

My father, Mark Barczuk, has been in this industry since 1997, and brings vast knowledge, perspective, and seasoned experience. My skills complement those of my dad. Having spent ten years working in the public financial sector, I bring a distinct, contemporary, and fresh perspective to the table as well as broad experience with financial systems and technology

Our clients benefit from our team-centered approach and the resources at our fingertips. Our Greenwood Village office is backed by a team of like-minded professionals who are subject matter specialists. They can work with us on specialized challenges, along with a variety of products and services. Once your plan is in place, we will put it into action, and we’ll regularly check on its progress and make changes if necessary.

My Background

I have been exposed to the financial service business for as long as I can remember. My dad has been a Financial Advisor for 25 years and my mom has been a Certified Public Accountant for 27 years. I knew, as I watched my dad grow his business, build meaningful relationships, and make such a positive difference in his clients’ lives by helping them achieve financial security, that this industry was something I wanted to be a part of someday. I am thrilled to be teaming up with my dad!

I earned a Bachelor of Science in Business Administration from the University of Colorado at Boulder. I worked in various disciplines of finance in the oil and gas industry before making the move to Benjamin F. Edwards in the summer of 2022. When I am not working, I enjoy spending time with my husband Drew, and our three sons, Keller (5), Camden (3), and Cooper (1). My parents and in-laws are a staple in our lives, and we are so lucky that they are local, and we see them often. We love to be outside as much as possible – thankfully Colorado affords that year round! When we aren’t spending time with our kids, my husband and I love to go concerts and sporting events. We are homebodies by nature and love hosting parties or having friends over, but we also love to travel to places with sunshine and a beach!