As a Tax Equity Strategist at EthicsPro, Sarah helps high-net-worth individuals and business owners implement advanced, IRS-compliant tax strategies designed to reduce tax liability. She guides clients through sophisticated planning solutions, bringing clarity, structure, and confidence to every step of the process. Sarah is also open to referral partnerships and collaborations that strengthen EthicsPro’s value mesh network – connecting clients with trusted strategies and aligned professionals. Prior to EthicsPro, she spent nine years at Celtic Bank as an Assistant Vice President (AVP), leading data-driven product, AI, and partnership initiatives focused on measurable growth and client success.
