Sarah Crowe, CFP®, CPA | Senior Advisor, Wealth Management

Sarah Crowe, CFP®, CPA | Senior Advisor, Wealth Management

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In her role as Senior Wealth Management Advisor, Sarah Crowe is in the business of helping clients grow their financial confidence for the future. She helps clients balance pursuing goals later in life with current needs. This begins with a straight-forward conversation about a client's financial situation and a plan to make sure they are prepared for life in retirement. In addition to retirement planning, Sarah also specializes in women's financial strategies.

Sarah began her career auditing college and universities while working for the State Auditor of Texas. She then joined EDS designing and coding mainframe applications for financial systems. After several years as a community volunteer and stay-at-home mom, Sarah obtained the CFP® designation at the Professional Development Institute at North Texas University and returned to work as a financial planner.

Sarah attended Texas Tech University and holds a Bachelor of Business Administration in Accounting and Management Information Systems.

She is a member of The Women's Auxiliary to Children's Medical Center Plano, Dallas Alumnae Chapter of Delta, Delta, Delta and attends Custer Road United Methodist Church. She has lived and worked in the DFW Metroplex for the majority of her life and career and is the mother of two sons.

 


Get to know Sarah

What do you do when you’re not working? Reading, volunteer work, getting together with friends and family

What was the most challenging thing you’ve done? I passed all four parts of the CPA on my first try.

Who is your inspiration? My father

Where would you like to visit? Budapest, Hungary

What is the most interesting place you’ve visited? Paris, France

Who is the most interesting person you’ve met? Prince Charles

Do you speak languages other than English? Bad Spanish and a handful of French

What causes do you support? I support the Gatehouse at Grapevine

What is your favorite quote? "A friend is a present you give yourself."

How did you end up working in finance? I love planning, working with numbers, and helping others – financial planning is the perfect blend of all my favorites.

What do you love about what you do? I love helping clients understand and feel comfortable with their investments and helping them define their financial goals and the steps needed to achieve them.

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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

This firm is not a CPA firm.                 

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