Sariah Tolsma, ChFC®

Sariah Tolsma, ChFC®, is a Financial Planner at SLP Wealth. She began her career in the financial industry in 2014, when she made the shift from environmental consulting into finance. Her purpose for this move was to help people navigate the financial space in a comfortable and empathetic environment. She has learned through her professional experience as a Financial Advisor with Edward Jones, TIAA-CREF, and Merrill Lynch, that financial jargon is often overused and confusing for everyday people. She is excited to be part of SLP Wealth’s company, where she feels she can truly thrive as a true planner and help clients succeed as well!

Sariah prides herself on explaining, educating, and empowering her clients to feel smart and savvy about their finances. She views personal finance as a tool to carve out the vision for each person’s life. She has a range of knowledge from retirement planning for people just beginning their career to transitioning into retirement, insurance and annuity acuity, education savings strategies, debt consulting, investment planning, knowledge on how best to give money to loved ones or charities (she even worked at The Nature Conservancy to help people give their money away!), and overall helping each client find peace with their situation. She believes in problem solving and creating an actionable plan to fit the life goals of each person she visits with.

When Sariah is not helping people to route the best path for their financial journey, she spends her time in the mountains of Montana, enjoying a good book, a glass of red wine, teaching fitness, and toiling away with her horses, dogs, and amazing boyfriend.