Broker Check

Meet Our Team

Sterling Edge Financial

Kit Lancaster CFP®, AWMA

Financial Planner & Wealth Management Advisor

312-858-8934

info@sterlingedgefinancial.com

Kit Lancaster CFP, AWMA is the founder of Sterling Edge Financial.  Kit founded Sterling Edge Financial in 2018 to build a firm with a culture and client engagement that provides an empathic client experience. With a focus providing financial awareness, behavioral coaching, hyper personal advice, 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

Erin Daugherty

Financial Planning Support and Admin

312-858-8934

erin.daugherty@sterlingedgefinancial.com

Erin's primary role is to enhance the client experience through administrative and financial planning support.  

Katie Sauer

Para Planner

312-858-8934

katie.sauer@sterlingedgefinancial.com

As a Para Planner, Katie's key roles are to support generating a premium client experience, ongoing financial advice and the execution of financial plans. She evaluates and enhances the Sterling Edge client experience to enable firm success.

Katie is a registered Para Planner and carries her Series 7 and Series 66 licenses. 

Tom Parker CPA®

Wealth Manager

312-858-8934

info@sterlingedgefinancial.com

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.