Sarah Swantner (CFP®)

Sarah Swantner focuses in the
following client markets or areas of practice:

  • Business Owners
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Kahler Financial Group’s number one specialty is helping our clients live bigger and sleep better.  We are specialists in comprehensive financial planning, cash flow, retirement, investments, asset protection, integrated financial planning (life planning) and real estate.

Additional Information

Sarah is passionate about analyzing and finding solutions to solve complex problems. She discovered her skills in college as a student of engineering mechanics using math and science to explain and predict behaviors such as crack growth in a sheet of plastic or sound generated by a fan blade. Prior to discovering her love for financial planning, Sarah spent nine years as an engineer with Hewlett-Packard in Boise,  Idaho, developing LaserJet printers. In 2009, Sarah started engineering financial plans. She loves analyzing complex, real-world client situations and creating financial plans to explain how all the moving parts of the plan – insurance, taxes, estate, retirement, investments – interact together. Sarah also enjoys getting to know our clients personally so that she can design financial plans that are unique to each client.

Sarah holds a certificate degree in financial planning and is a candidate for CFP® certification in 2012. She also holds a bachelor’s degree in mechanical engineering and a master’s degree in theoretical and applied mechanics earned at Washington University in St. Louis and the University of Illinois at Urbana-Champaign.

Sarah and her husband, Rick, moved to Rapid City in 2012. Whether by car, airplane, ATV, or foot, Sarah and Rick enjoy traveling and being in the wilderness. They are excited to have a new place to explore and enjoy the great outdoor activities South Dakota has to offer.

NAPFA Start Date

August 06, 2012

Submit
Submit

This Office

1010 9th St Ste 1 Rapid City, SD 57701-3782 Phone: (605) 343-1400 Fax: (605) 721-0194