Mon - Fri: 9:00am - 5:30pm CST
Meet The Team
Sarah Snyder
Sarah is a financial strategist who partners with business owners to protect their companies, strengthen financial resilience, and create long-term security for their families. Her work integrates both business and personal planning—from risk management, continuity strategies, and key employee retention to lifetime income planning, tax-efficient wealth strategies, and family protection. She also supports individuals and families who want a clear, strategic approach to building and preserving wealth.
Sarah and her husband, Bob Zhang, lead a growing team of financial professionals committed to helping people dream again, walk in freedom, live generously, and create lasting impact.
Outside of work, Sarah enjoys reading, painting, creative writing, and traveling—she has explored fourteen countries so far. She, Bob, and their daughter, Zivah, live in Concordia, Missouri.
Katie Wong
Katie is a financial professional with a background in law enforcement and 911 first response. She heads up our Texas team, but is also positioned to work nationally.
Katie is passionate about bringing financial literacy to her community by serving individuals and training the community at large. Her goal is to end poverty cycles and set up the next generation for success.
She spent years living and working in Asia, where she applied her bachelor’s degree in East Asian Studies. She is conversational in Chinese and also speaks some Japanese.
Now, Katie live in Waco, TX, with her two cats and is preparing to be a foster mom. When she is not helping clients protect and build their wealth, she enjoys getting lost in a good book—or writing one!
Our Core Values
Our goal: You thrive, holistically.
Faith
Family
Finance
Fitness
Fun
What People Are Saying
Greta
Sarah Snyder helped us create a solid plan to get out of debt and build an emergency fund. Despite some unexpected setbacks, we've been able to handle surprise expenses, like our daughter's car, and even take our first vacation in (20?) years!
Sarah also guided us in setting up term insurance, with plans to transition to permanent insurance to fund the trust she helped us establish. Now, we have peace of mind knowing we'll leave an inheritance for our kids.
- Rick & Emily, Florida
Sarah Snyder and her team helped us get term life insurance for our family. We have a young daughter, and it's a relief to know that if something happened to Will or me, there would be money to take care of our family.
Sarah also gave us a free will, so we could name a legal guardian for our daughter and not have to ever worry about her ending up in the foster system.
- Will & Jessica, Missouri
Sarah educated me on how money grows and is taxed. She helped me put together a plan to meet my goals for retirement so I didn’t have to worry about whether or not I would run out of money in retirement.
You should have Sarah create a plan for you so you will know what your retirement will be like.
- Steve, Kansas
Sarah helped me protect my retirement plan by moving it to a top-rated company which guarantees I will never experience another market loss, while still positioning me for growth. Between the sign-on bonus and my gains this last year, I made 14.6% my first year!
- Rachael, Nevada
Sarah went above and beyond to craft a comprehensive financial strategy for me that considered my cash flow, wealth-building goals, and insurable need. She also helped me take back control of an old retirement account that I had almost given up on. She moved it to a new account where I am protected against any future market loss, but am still positioned to capture growth.
Sarah continues to check in with me, and make sure I understand my options and how I can maximize my growth potential.
- Jennie, California
This team created a financial plan for me that gives me peace of mind about my future and my financial goals. During that process, they recognized my passion for helping people, and introduced me to the personal finance industry as a profession.
Because I found so much value in the care they showed, the education they imparted, and the time they put into making sure my goals would be met through the plan she developed, I decided I wanted to learn how to help others in the same way. In particular, I am passionate about bringing financial literacy to my community, ending cycles of poverty, and setting the next generation up for success.
- Katie, Texas
Licensed in 20+ States Nationwide
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