Mon - Fri: 9:00am - 5:30pm CST
Meet The Team
Sarah Snyder
Sarah Snyder helps families and business owners strengthen the financial foundations that support the people who depend on them.
Her work focuses on protection, retirement planning, continuity strategies, and long-term financial stability. She helps clients identify gaps, coordinate existing resources, and create plans designed to support their families, businesses, and future goals.
Sarah believes financial planning is ultimately about helping people care for one another well. Whether working with a growing family, a business owner, or someone preparing for retirement, her goal is to help clients move forward with greater clarity, confidence, and resilience.
Outside of work, Sarah enjoys reading, painting, creative writing, and traveling. 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
Faith
Family
Finance
Fitness
Fun
How We Approach the Work
We believe financial planning is not just about accounts, policies, or products. It is about helping people protect what they’ve built, create stability, and prepare for the people who depend on them.
Our work focuses on coordination, protection, retirement stability, legacy planning, and long-term financial resilience.
Listen First
We start by understanding your responsibilities, goals, and concerns.
Identify Gaps
We look for areas where your current pieces may not be working together.
Build a Plan
We help create strategies designed to support your family, business, and future over time.
“Sarah continues to check in with me, and make sure I understand my options and how I can maximize my growth potential.”
— Jennie, CA
Licensed in 20+ States Nationwide
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