What is a Financial Planning Subscription?
We create strategies, education and experiences that are tailored to your needs and goals.
Who do we serve?
Years of experience have prepared us to guide you through your financial transitions, challenges and opportunities.
Kit Lancaster CFP®, AWMA
Financial Planner & Wealth Management Advisor
kit.lancaster@sterlingedgefinancial.com
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...
Katie Sauer
Para Planner
katie.sauer@sterlingedgefinancial.com
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.
Kassandra Wise
Financial Planning Assistant
Kassandra@Sterlingedgefinancial.com
Tom Parker
Wealth Manager
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,...