Sarah Lewis, EA, CEP®
Financial Advisor & Partner
Sarah is a Financial Advisor and Partner of NCN Financial Group. She graduated from Columbia College of Missouri in 2017 with a Bachelor of Science in Business Administration and Finance. Sarah developed a passion for personal finances at a young age and has continued to pursue her dream of helping others improve their overall financial situation.
After joining NCN Financial Group in 2018, Sarah further established her interest in financial analysis, tax strategy, and estate planning strategies. Her innate attention to detail is critical for evaluating all areas of a client’s overall finances to provide the best possible strategies for their unique situation. She understands that each client has different circumstances and she enjoys working with clients to design a tailored plan that fits their needs.
Sarah is originally from Missouri and spent seven years living overseas in Belgium and Italy during her husband’s Air Force Career. Understanding the importance of education, Sarah facilitated financial readiness programs for U.S. military members and their families and coordinated the first major financial education course offered to families at Kleine Brogel Air Base in Belgium.
When Sarah is not working, you can find her traveling, seeking out local restaurants and pubs, and hiking with her husband and two Golden Retrievers.
Industry Certifications & Licenses
- FINRA Series 7 & 66 Securities Registrations
- IRS Enrolled Agent
- Certified Estate Planner