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Meet the team that is changing the game when it comes to R&D Tax Credits.
Sarah began her career as a financial analyst at a litigation and business valuation firm. She then decided to put her interpersonal and communication skills to use and transitioned into personal wealth management. She joined the leading independent firm in San Francisco as an associate wealth manager. Sarah earned her CFP designation, and when her company merged with another firm to become Aspiriant, Sarah was made a partner. She left the corporate world to join in Jon’s entrepreneurial vision, and brings more than a decade of financial expertise to the Strike team.