Advisor
Sara A. Sroka, CPA, CFP®
Sara is a dual-credentialed CPA (2015) and CERTIFIED FINANCIAL PLANNER™ (2019) who has advised small-business clients and families for over a decade. A New Orleanian since 2011, she bridges the historical, numbers-side of accounting with forward-looking wealth creation, which is exactly why she's so effective at one thing in particular: reducing the lifetime tax drag on your wealth.
She's also the author of Clarity Beats Complexity, a book built on the same belief that anchors the firm: that a plan you understand is a plan that works.
Work with Sara and the team
Book a no-pressure consultation. We'll talk through where you are, where you want to go, and whether we're the right fit. (We'll tell you honestly if we're not.)