Specializing in Financial Education for Women
CFP®, AIF®
Senior Wealth Manager & Manager of Advisor Success
Originally from Cape Girardeau, MO, Sara always knew she wanted to pursue a career focused on helping people, which led her to obtain her degree in Social Work from Murray State University. But when a finance professor asked her why she wasn’t pursuing a career in finance, she responded “because I don’t want to sell anything.”
He then opened her eyes to a whole new world of finance — becoming a CERTIFIED FINANCIAL PLANNER™.
It was then that Sara realized she could combine her love of numbers and her passion for helping others to truly change people’s lives.
Fast forward 15+ years and Sara is now a Senior Wealth Manager with us, where she gets to help families plan their financial future. She enjoys getting to know her clients on a personal level so that every decision they make together supports their definition of success.
Finances are unique and often complicated, so Sara strives to simplify the complex and offer relatable advice in a non-judgmental way. As a working mom of three young children, she knows firsthand how unpredictable life can be and that your financial plan must evolve over time.
Sara prioritizes building deep relationships and mutual trust with her clients, especially in an industry that hasn’t done itself many favors to differentiate self-interest from what’s best for clients.
Sara particularly enjoys working with women who are ready to take charge of their financial lives. This passion led her to found InspireHer, an initiative that inspires financial confidence in all women through education and impactful support. By giving women a comfortable space to learn and ask questions, she works to empower women to be more confident in their financial lives.
In her free time, she enjoys live music, hiking, chasing around her three small children, and the all-too-rare date nights with her husband.
Hearts and Hope for Uganda – Student Sponsor
Member of InspireHer: Plancorp Women's Initiative
Member of Spirit of St. Louis Women's Fund
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