McCarthy Wealth Strategies

Our mission is to inspire confidence, reduce stress and to help simplify the financial lives of our clients.

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Team photo for McCarthy Wealth Strategies
Team photo for McCarthy Wealth Strategies

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Advisors

Sara Jayne Anderson

BFA

Financial Advisor

Visit Sara Jayne Anderson's website


Team

Julie Nelson

Julie Nelson

Client Service Coordinator

Cullen McCarthy

Cullen McCarthy

Intern

Tyler Freeman

Tyler Freeman

Financial Planning Specialist




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.