10+ Years of Service
Partner
Sarah Gerhard is a partner in the Fairmont office. Since beginning her career in 2011, she has focused on providing tax services to small businesses and individuals. She works with a variety of industries with a focus on agriculture, construction, and retail. In addition to tax preparation, she also helps clients with financial statements and financial planning.
Sarah enjoys the wide variety of clients she works with and the unique tax situations of every client. She tries to get to know her clients and how they operate so she can offer practical advice. She prides herself in helping her clients manage and minimize their current and future tax liabilities with creative solutions.
Sarah is an Iowa native of Sheldon. She studied accounting and business at Northwestern College in Orange City. In 2013 she received her CPA certificate. She also is an Investment Advisor Representative with a Series 65 designation and holds a life, health, and accident insurance license.
Sarah’s professional affiliations include the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants. Sarah and her husband Kyle live in Fairmont and have one son. In her free time, she enjoys running, boating, and traveling.
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Erpelding, Voigt & Co., LLP.
