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FIRM PARTNERS
The Swiss army knife.
SARA STILES, MS, CFP®
EXECUTIVE PLANNER, PENSION CONSULTANT
Sara earned her Bachelor's Degree in Corporate Finance & Management from Park University in 2011, and her Master's degree in Personal Financial Planning from Kansas State University in 2014. She is a CERTIFIED FINANCIAL PLANNER™ and member of the American Institute of Certified Public Accountants (AICPA).
Since 2003 Sara has gained hands-on experience in various areas such as banking, treasury management, private wealth, trust administration, intermediary investments consulting and corporate retirement plans consulting. Prior to forming Rise Sara traveled across the Midwest working closely with retirement plan advisors on large corporate retirement plans, and educating generalist financial advisors on how to introduce and manage retirement plans for their clients.
Her well-rounded background has given her unique insight into both the personal and corporate financial planning challenges of small and middle-market business owners. Sara formed Rise out of a desire to give closely-held business owners the advice they deserve, and to bring cohesiveness to their personal and business financial lives.
The tax guru.
ERIC ALLEE, MS-TAX
TAX CONSULTANT
Eric earned his Bachelor of Science in Accounting from the University of Missouri-Kansas City in 1994 and his Masters of Science in Accounting-Taxation in 2001. He has held his CPA license since 2002.
From 1996-2002 he served as Director of Finance for a national construction materials supplier. Starting in 2003 his focus has been on small business taxation and tax minimization strategies for closely-held business owners.
Eric ran his own successful CPA practice for nine years and ran a popular wine bar in Eastern Jackson County for five years. As an entrepreneur himself, he enjoys taking a proactive, consultative and strategic approach when serving his clients.
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