Sarah Wolk, CFP^®

Senior Wealth Advisor, Principal

“If you are too lazy to plow, don’t expect a harvest.” — Proverbs 20:4

As a Senior Wealth Advisor and Principal at Mosaic, Sarah plays a crucial role in shaping the success and culture of the firm. Her ability to connect with clients on a deep level and provide tailored financial solutions has been instrumental in yielding continued growth and client satisfaction for Mosaic. Sarah loves working here because she gets to do what she loves with the people she loves. Every day, she is inspired by the stories clients share with her and learning what motivates them to succeed.

Sarah’s career spans across various fields, including human resources, insurance, financial services, and entrepreneurial endeavors. Through her diverse experience, she has learned that the most successful people are those who surround themselves with good advisors. Being an integral part of Mosaic means supporting the success of clients, and that is very meaningful to her. She holds a Bachelor of Science degree in Psychology and a minor in Business Administration from Fontbonne University.

Beyond her professional achievements, Sarah is deeply engaged in her community, serving on the finance board of her church, volunteering at the American Cancer Society, and contributing to local sports organizations. Sarah’s dedication to community service was recognized in 2023 when she was honored as the National Advisor of the Year by the American Cancer Society.

Sarah lives in St. Genevieve, MO, with her husband Jerrod and their three sons and daughter. She enjoys kayaking, golfing, and spending quality time at the lake with her family. Sarah considers watching her children grow into caring, compassionate people to be among her greatest life achievements.