Sara Cothern

Sara Cothern serves as Practice Manager and Client Relationship Manager, working closely with Brandan and Whit to deliver a structured and highly disciplined financial planning experience for the families they serve.

Her path into financial services was not accidental—it was shaped by lived experience. Having navigated seasons where advice fell short or execution broke down, Sara developed a conviction around doing things the right way. That conviction now shows up in how she serves clients: with clarity, consistency, and an unwavering commitment to follow-through.

Within the team, Sara is often described as both a protector of process and an advocate for people. She brings order to complexity, executes with precision, and ensures that nothing—and no one—falls through the cracks.

Alongside Brandan and Whit, she helps facilitate a planning process that goes well beyond traditional advice. It is a system built to identify and close gaps most people don’t even know exist, while helping families build lives and legacies through disciplined execution.

Outside of her professional role, Sara is a proud mother of three, with deep family roots in Florida and Arkansas. She values time with her family, enjoys being outdoors, and continues to pursue personal growth through creative outlets such as sewing and gardening.

She also places a high value on intentional downtime—creating space to slow down, reflect, and fully experience life. It’s a philosophy that shapes not only how she lives, but how she serves.