Sara Gardner

Sara Gardner, CFP® serves as the Vice President and Wealth Advisor at EP Wealth Advisors since November 2016. Prior experience includes working as a Personal Financial Counselor at Zeiders Enterprises, Inc., where services were provided to military service members and families, and as Principal Owner of Elevated Planning, LLC, which focused on outsourced financial planning. Previously, Sara held positions as Senior Financial Planning Specialist at TIAA-CREF and Account Executive at Ameriprise Financial Services, Inc. Educational credentials include a Bachelor of Science in Business Administration and Finance from Regis University, along with an Associate degree in Applied Management and Business Administration from Central Texas College, and additional studies at Colorado Mesa University.