Sterling Edge Financial
Financial Planner & Wealth Management Advisor
Kit Lancaster CFP, AWMA is the founder of Sterling Edge Financial. We are a financial services firm focused on serving emerging professionals and business owners with wealth management and financial planning advice. Kit founded Sterling Edge Financial in 2018 to build a firm with a culture and client engagement that is provides an empathic client experience. With a focus providing financial awareness, behavioral coaching, hyper personal ongoing accountability, plan execution and plan updating.
Sterling Edge Financial is unique in its ability to offer ultra-customized client engagements, ongoing advice, solutions and strategies for emerging professionals and business owners using a monthly subscription.
Kit enjoys actively supporting veterans and the veteran community in Chicagoland. Kit himself is a veteran deploying twice in support of Operation Iraqi Freedom as a Field Artillery Officer with the 214th Fires Brigade (2007, 2009). Since leaving the service in 2010, Kit donates his time by raising awareness and connecting veterans to Team Red White & Blue, American Corporate Partners, Veterans Leadership Council and Bunker Labs.
Kit lives in Lakeview and enjoys running, cycling, architecture, history and reading. He has successfully completed eight cycling centuries, run the Chicago Marathon twice and recently completed his first Triathlon. He and his wife Leann enjoy spending time with their two kids, traveling.
Kit is licensed to provide and implement investment and insurance solutions as a Registered Representative and Investment Advisor Representative. He carries a series 7, 66, Health & Life licenses.
Education: B.S. Finance/Accounting, University of Denver Credentials: Certified Financial Planner CFP® (#267014)
2021 ADV 2A
2021 ADV Brochure
2021 Form CRS Advisory
2021 Form CRS
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 with her husband and two children. She is currently obtaining her PhD in General Psychology with an emphasis in Performance Psychology as she has a passion to help others thrive in all that they do.
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.
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, and Tom enjoys developing tax strategies that compliment his clients' businesses and other personal investments. He also works on budgeting, forecasting, and developing strategic plans to help clients manage their money and reach their goals. Tom works in a variety of industries including construction, professional services, and manufacturing.
Tom lives in Itasca with his wife, Megan, and two kids. He enjoys traveling, which almost always involves lots of food and a brewery or two, and spending time with family and friends.