

Sarah Mouser
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 and 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.
Sarah’s passion extends beyond her work at Verdence. She volunteers her time and expertise on multiple boards, both non-profit and within the wealth management industry. She is also passionate about giving back through pro bono financial planning opportunities within the community.