About Us
Our Mission
Sachs Wealth Management is a dedicated and compassionate team of financial professionals who believe in kindness, efficiency and a big-picture approach.
We tailor our services to each person’s needs, focusing on what’s important now and being ready for whatever the future may bring.
Working with us means having a plan, a trusted source of information, and a resource to turn to when questions arise.
Jill Sachs, Certified Financial Planner™
Owner
IN COLLEGE I WANTED TO LEARN IT ALL. Over four years I studied business and architecture, psychology and design, and finally majored in communications. And I use every one of those skills as a financial planner. Planning is economics, it’s a solid foundation and it’s navigating our innate behaviors. Equally important, it’s the sharing of ideas both verbally and visually, the listening and understanding that allows me to connect with people and help them create their own plan.
Our values are what drive us, bring us fulfillment and result in a life well lived. A great financial plan can help you align your resources with your goals, and make the journey more enjoyable. That is my driver.
Since establishing Sachs Wealth Management in 2018, I have become a successful business owner and
strategist. Because many minds are greater than one, I have surrounded myself with thriving groups and individuals—as part of Integrated Financial Group (IFG) aka “the Brain Trust,” a consortium of like-minded and amazing colleagues and mentors—and as part of LPL Financial, where I receive operational support and education.
I currently reside in my hometown of Saint Louis, Missouri with my husband, two kids, and two dogs. I have been a part of the financial services industry since 2001. At home, I am a wife, mom, volunteer, health-food foodie and an artist. I graduated from the University of Missouri, and hold the CERTIFIED FINANCIAL PLANNER™ designation, Series 7 and Series 66 licenses registered through LPL Financial.
Kelly Kipp
Manager of Client Experience
Kelly is our Manager of Client Experience and strives to build and develop relationships with everyone that walks through the door. She coordinates client interactions, supports a variety of special projects, and works to craft fun and engaging events.
Kelly has held a variety of roles within the financial services industry and joined Sachs Wealth Management in 2022. Outside the office, Kelly spends her time traveling and enjoying nature with her family.
Lisa Lalk
Director of Client Services
Lisa has been working with Jill Sachs since 2018 and with Integrated Financial Group since 2007 - helping with day to day operations for both Jill and her father, Denny. During this time, she has focused on supporting their clients with excellence. Lisa believes that everyone deserves financial freedom, and stands firmly behind the values of Sachs Wealth Management.