Biography
Sarah Mouser, CFP®, CDFA®, CES™, CTS™, is the Managing Director of Financial Planning at Verdence Capital Advisors. As a key member of the firm’s strategic leadership, she collaborates with the advisory team to design and implement tailored planning strategies that align with client’s unique needs. She helps Verdence stay at the forefront of financial planning by integrating technology and holistic solutions that enhance efficiency and effectiveness. Sarah also leads the firm’s training and mentorship programs, fostering career development for future financial professionals.
With over 20 years of experience in financial planning and investment management, Sarah specializes in estate and legacy planning, tax management, education strategies, and proactive planning for aging and dementia-related concerns. She holds the Certified Estate and Trust Specialist™ (CES™) and Certified Tax Specialist™ (CTS™) designations from the Institute of Business & Finance. A recognized voice in the industry, Sarah is frequently quoted in financial publications and invited to speak on wealth planning and thought leadership topics.