Broker Check
Sara B. Thomas, JD, CPA

Sara B. Thomas, JD, CPA

Financial Consultant

Sara is a Financial Consultant who brings her extensive background of service to high wealth families to Lanier.  Sara began her career with Cotton and Allen PSC, a Louisville-based accounting firm, where she developed tax planning skills working predominately with families in the areas of individual, partnership, trust and estate tax.  She then complemented those skills by joining The Glenview Trust Company as a Principal where she again worked closely with families supporting their investment, trust and estate planning needs.  Most recently, Sara has worked independently serving as a "financial concierge" to select clients.

Sara graduated from Indiana University in 1992 with a B.S. in Finance.  She continued her education at the University of Kentucky College of Law.  She graduated and was admitted to the state bar in 1995.  Sara obtained her designation of Certified Public Accountant in 1997.