Sara’s Story
With over 20 years of experience helping families, including more than a decade as a single-family office executive, Sara guides families through the complexities of wealth including learning, governance, family dynamics, and legacy planning. Her approach emphasizes integrative wealth management, providing tailored solutions that address both structural and relational aspects of wealth.
Sara is the proud wife of an Army chaplain. Alongside her husband, she mentors couples and leads family retreats, fostering unity, communication and resilience. Her four young-adult children are her greatest achievement. They inspire her daily to lead with purpose and help families steward their legacy well.
Whether crafting tailored learning programs, navigating family governance, or mentoring the rising generation, her focus remains on collaboration, understanding, and respect for each family's unique story.
"When you are gone, your wealth will be someone else's. What remains is what you've built into others."
- Howard G. Hendricks -
Philosophy
At Veridian Legacy Partners, we believe true wealth extends far beyond financial assets. Our work centers on helping families cultivate impact and the human capital that sustains prosperity across generations. Whether launching a family office, developing a learning program, crafting a family charter, or mentoring a rising gen leader, we approach every engagement with collaboration, empathy, and deep respect for each family's unique story.