Skip to Content

Experience

I’m passionate about stewarding the human and financial capital of the clients and families we serve. To that end, I work with our advisors to provide family education and family philanthropy resources, guidance, and expertise. These elements — often overshadowed by tax, investment advice, and estate planning — are critical for sustaining family and business enterprises as well as generational wealth.
View More of Sara's Experience
In my free time, I enjoy cooking and entertaining, yoga, and going on walks with my family and our dog, Pollyanna, through our neighborhood.

You might also like…

Money talks, do you? How to guide your children’s perception of wealth
Sara Montgomery Wealth Management
Article February 28, 2020 4 min read
A framework for philanthropy: Giving back starts with a plan
Sara Montgomery Wealth Management
Article September 4, 2019 2 min read
March manufacturing activity weakens
Jim Baird Wealth Management
Blog April 1, 2020 2 min read
Fund flows: What happens when investors buy high and sell low?
Jim Baird Wealth Management
Blog March 27, 2020 1 min read