Sara recently stepped into her new role as Wealth Associate at Harfst & Associates, bringing a blend of fresh academic insight and long-standing familiarity with the firm. She graduated in May 2025 from Oklahoma State University with a degree in AgriBusiness concentrating in Pre-Law and Finance.
Though newly hired full-time, Sara is not new to the team—she has worked part-time with the firm for the past several years, gaining hands-on experience across departments. This foundation has given her an understanding of the wealth management industry, as well as the firm’s philosophy and client-centered service culture. She is currently studying for her Series 65 exam and then will pursue the CFP certification.
Sara is headquartered in our Wyoming office but occasionally works out of the Oregon location and regularly travels with advisors to meet with clients. She supports report preparation, research, account servicing, and administrative operations. Sara is especially passionate about helping clients in her generation understand the value of long-term financial planning and investing.
She enjoys living in Wyoming with a sweeping view of the Bighorn mountains, with her horses, dogs and cattle.