Sara Baker

EVP, Mergers & Acquisitions at Allworth Financial

Speaker

Sara Baker is the Executive Vice President of Mergers & Acquisitions for Allworth Financial. With deep expertise in advisor growth strategies, practice management, and mergers and acquisitions, she leads the firm’s partnership strategy—driving scalable, sustainable growth with a focus on cultural alignment and operational excellence.

Prior to Allworth, Sara served as president of Triad Wealth where she was responsible for setting the firm’s long-term vision. She also previously held high-ranking roles at Edleman Financial Engines, most recently serving as the VP of Advanced Planning where she built out the firm’s tax preparation and planning offering. Prior to that, she served as Senior Vice President, Wealth Management and Strategy Counsel at Mariner Wealth Advisors and was responsible for national partnership growth. Given this extensive background, Sara is also a recognized thought leader in the wealth management space and a frequent speaker at leading industry conferences nationwide.

Sara started her career as an attorney at Bryan Cave Leighten Paisner, a global Am Law 100 law firm. With a Master of Law in taxation from the University of Washington in St. Louis and a JD from the University of Missouri-Kansas City School of Law, she also earned a bachelor’s degree from Wichita State University where she played Division I volleyball. Sara currently lives in Kansas City with her husband, four children, and two German Shorthaired Pointers.