Meet the team

Sara Gans


Senior Director, Wealth Advisor

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About Sara

As an advisor, I strive to provide clients with incomparable service by developing, implementing and overseeing investment strategies as well as financial plans. My experience includes working with a broad range of clients including business owners, physicians, attorneys and teachers. This allows me to gain valuable knowledge in many aspects of financial planning.

I come to work every day with the goal to improve each client’s financial situation. I work to build long lasting relationships with each client by understanding their unique needs, and earning their trust. I am passionate about helping others succeed and will work tirelessly to help our clients achieve financial success.

CFP Board owns the marks CFP® in the U.S.
CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Accreditation & Education

Chartered Financial Consultant® (ChFC®)
Acquired the Series 7 registration (inactive)
Acquired the Series 66 registration (inactive)
Kent State University, B.B.A. in both finance and entrepreneurship, with a minor in marketing

Up Close

  • Enjoys spending time with friends and family, boating, and skiing
  • Lives in Tampa, FL
  • Joined Sequoia in 2014

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Sara Gans,


Senior Director, Wealth Advisor