Sara serves as a Wealth Manager, working closely with her clients to develop and implement customized financial plans. Specializing in investment management, retirement planning, estate planning, tax planning, risk management, employee benefits and education planning, Sara covers all aspects of professional wealth management.
Sara brings more than 13 years of experience in the financial services industry to her clients. Prior to joining Creative Planning, she worked as a Director of Financial Planning for a national investment advisory firm, creating comprehensive financial plans for high net worth individuals and families.
Sara earned her Bachelor of Science and Master of Science degrees from the University of Central Missouri and her Juris Doctor from the University of Kansas. Sara is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Sara and her husband Cody have two sons – Jackson and Matthew. In her spare time, Sara enjoys cooking, traveling, gardening and spending time with her family.