About Us

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 is thrilled to (re)join the fun at Sachs Wealth Management! A CPA by trade, she began her career in audit and assurance, where she developed a strong ability to untangle complex financial puzzles, identify potential risks, and focus on the details at every level. 

At SWM, Kelly partners closely with Jill to build an organized, smooth, and supportive experience so clients can spend less time worrying about the details and more time focusing on what matters most to them. Between tracking key milestones and ensuring nothing falls through the cracks, she is dedicated to providing the operational support that keeps each client’s plan running smoothly and efficiently.

When she’s not dreaming of ways to help improve the client experience, you’ll find her spending quality time with family, getting lost in a good book, or planning her next travel adventure.