Your emphatic guide. Enlightening and empowering you to make better financial decisions.
Financial Planning, Financial Coaching, Investments, Insurance
Serving clients nationwide and at APOs internationally; virtually and in person.
We serve our clients with proactive advice, new ideas, great questions, active listening, education, introductions and hyper personal engagement to empower our clients on their life journey.
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Links to client profiles, financial plans and investments
Click here blog posts, videos, updates and observations from Sterling Edge Financial.
We create strategies, education and experiences that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your financial transitions, challenges and opportunities.
Financial Planner & Wealth Management Advisor
Sterling Edge Financial was founded by Kit Lancaster in order to provide comprehensive financial solutions and strategies to individuals, families and business owners. Kit has a passion for finance and desire to improve the lives of...
As a Para Planner, my key roles are to support generating a premium client experience, ongoing financial advice and the execution of financial plans. I evaluate and enhance the Sterling Edge client experience to enable firm success.
Financial Planning Assistant
Kassandra Wise joined Sterling Edge Financial in 2021. She is our financial planning assistant and works alongside Kit Lancaster and Katie Sauer to enhance client engagements, service and support. Kassandra resides in Washington state...
Tom Parker joined Sterling Edge Financial in 2020. Since graduating from the University of Illinois Urbana-Champaign in 2011, Tom has served as a tax advisor and consultant to business owners and their families. Every client is unique,...