Sara Wilkerson
Based in Denver, Sara supports advisory teams with planning analysis, review preparation, reporting, and coordinated follow-through across the client relationship.
Ways to Connect
Sara is a Senior Wealth Advisor Associate at Mission Wealth and works closely with her team of expert advisors to analyze clients’ current financial data and create customized financial plans, comprehensive wealth management reviews, and detailed year-end reporting.
Sara is committed to supporting her team in delivering personalized solutions to meet each client’s unique financial needs. With a focus on building relationships based on trust and reliability, she is driven to help clients achieve and exceed their financial goals, even those they once thought were out of reach. By collaborating with her team, Sara takes pride in being a valuable resource and making a meaningful impact on our clients’ financial well-being.
Working in personal finance is rewarding because you get to make a real impact by helping people achieve goals like getting out of debt, buying a home, or retiring comfortably. This field blends analytical problem-solving and relationship-building, offering both intellectual challenge and emotional fulfillment.
Professional Background
Sara graduated from Kansas State University with a degree in Personal Financial Planning, where she built a strong foundation in both the technical and relational aspects of the field. While in school, she worked as an administrative assistant at First Command Financial Planning, then interned at a small advisory firm assisting a lead advisor in serving family clients across Kansas—supporting tasks like creating financial plans, preparing client reports, and managing account paperwork.
Personal Pursuits
In the summer, you’ll find Sara hiking or climbing. She loves being outdoors and heading up into the mountains. In the winter, she trades her hiking boots for a snowboard. Originally from Kansas, Sara moved to Denver in 2022 and also has a passion for photography.
Community Impact
Throughout her life, Sara has dedicated her time to meaningful volunteer work. She has provided companionship to patients in hospice care and has also volunteered abroad in Laos, where she contributed to permaculture initiatives and taught English.
Connect with us
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor