Sarah is passionate about using high-performance strategies to help business owners create and grow strong, purposeful businesses. Prior to joining Carson Group Coaching, she spent over a decade at a $750 million hybrid RIA firm in Kansas City, with successive roles, including Director of Planning & Client Services, Program Director and Chief Operations Officer. Her tenure as COO involved overseeing strategic projects and managing a team of internal stakeholders in the areas of technology, client service, financial planning, and back-office roles such as trading and new business coordination. Her key accomplishments at the firm include managing the launch and ensuing growth of the independent RIA; overseeing the implementation of new technology platforms including CRM, financial planning, client portal, and PAS software systems; and developing a national training business for financial advisors.
After earning her degree in Finance from Washburn University, Sarah began a career in the financial industry and continued her education by completing the CFP Certification Professional Education program through the College for Financial Planning. It wasn’t long before she discovered a true desire to coach entrepreneurs, leading her to pursue designations as a Certified Professional Coach and Certified Business Coach.
Sarah and her husband, Brandon, live in Kansas City with their four-legged children. Away from work, she enjoys spending time with her friends and family (including her amazing niece and nephews), exploring the outdoors, and, along with her husband, continuing a quest to find the best street tacos in KC.