As a Financial Advisor, I specialize in offering personalized guidance and comprehensive strategies tailored to help secure your financial future. I graduated from the University of Kansas in 2011 with a degree in finance and have since dedicated myself to empowering clients with sound financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've been with Mutual of Omaha since April 2012, bringing over a decade of experience to the table. Holding licenses in Life and Health insurance, as well as Series 6, 63, and 65, alongside the Securities Industry Essentials (SIE) license, I am equipped to navigate the complexities of financial planning with precision. Additionally, I have a Chartered Financial Consultant designation.
With these licenses and designation under my belt, I specialize in a range of services including group retirement plans, individual wealth planning, asset protection, and various insurance solutions such as Life, Disability, and Long-Term Care Insurance.
While I'm based in Iowa City, Iowa, my reach extends across multiple states including Kansas, Illinois, Minnesota, Washington, and Texas. Regardless of location, my commitment remains steadfast; to provide tailored strategies and consistent service that aligns with your unique goals. Understanding that no two financial journeys are alike, I approach each client's portfolio with the same care and attention as if it were my own. From initial planning stages to execution and ongoing support, I prioritize detail and proactivity every step of the way.
Beyond the world of finance, I find joy in spending time with my family – my husband, our two children Wesley and Charlie, and our beloved dogs. We share a passion for travel, sports, and staying active, whether it's cheering on the Kanas Jayhawks and Iowa Hawkeyes or pursuing our Peloton fitness goals.
Financial AdvisorSarah Whitmore
As a Financial Advisor, I specialize in offering personalized guidance and comprehensive strategies tailored to help secure your financial future. I graduated from the University of Kansas in 2011 with a degree in finance and have since dedicated myself to empowering clients with sound financial advice.
Check the background of investment professionals on FINRA BrokerCheck. Please note Insurance Agents* who are not securities licensed will not be listed on this site.
I've been with Mutual of Omaha since April 2012, bringing over a decade of experience to the table. Holding licenses in Life and Health insurance, as well as Series 6, 63, and 65, alongside the Securities Industry Essentials (SIE) license, I am equipped to navigate the complexities of financial planning with precision. Additionally, I have a Chartered Financial Consultant designation.
With these licenses and designation under my belt, I specialize in a range of services including group retirement plans, individual wealth planning, asset protection, and various insurance solutions such as Life, Disability, and Long-Term Care Insurance.
While I'm based in Iowa City, Iowa, my reach extends across multiple states including Kansas, Illinois, Minnesota, Washington, and Texas. Regardless of location, my commitment remains steadfast; to provide tailored strategies and consistent service that aligns with your unique goals. Understanding that no two financial journeys are alike, I approach each client's portfolio with the same care and attention as if it were my own. From initial planning stages to execution and ongoing support, I prioritize detail and proactivity every step of the way.
Beyond the world of finance, I find joy in spending time with my family – my husband, our two children Wesley and Charlie, and our beloved dogs. We share a passion for travel, sports, and staying active, whether it's cheering on the Kanas Jayhawks and Iowa Hawkeyes or pursuing our Peloton fitness goals.
Protect Your Kingdom
As a licensed insurance agent* and investment professional with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
