Sarah Mouser

Executive Vice President of Financial Planning at Merit Financial Advisors

Speaker

Sarah Mouser, CFP® CDFA® CES™ CTS™ CCFS® ELA™ is the Executive Vice President of Financial Planning for Merit Financial Advisors. A strategic leader with more than 20 years of experience, she drives the firm’s financial planning platform, enhancing planning infrastructure, scalability, operational efficiency, and the overall client experience. As a member of the firm’s strategic leadership team, she spearheads platform development and process improvement efforts designed to support consistent, high-quality planning across the organization. Sarah also serves on the Financial Planning and Wealth Management Advisory Boards for Virginia Tech and George Mason University, where she invests her time and expertise in supporting the future of the profession.