Sarah Sikorski, CFP®, CPA, PFS

Sarah Sikorski, CFP®, CPA/PFS, serves as Director of Wealth Management at Willis Johnson Wealth. She joined the firm as an Associate Wealth Manager and has since progressed into senior leadership roles, including Senior Wealth Manager and now Director.

In her role, Sarah combines strategic vision and technical expertise to help individuals and families navigate the complexities of wealth through every stage of life. Through integrated planning and personalized guidance, she helps clients make confident decisions, protect their wealth, and pursue their long-term financial objectives.

Sarah’s approach is grounded in transparency, trust, and meaningful relationships. She believes that honest communication and a deep understanding of each client’s goals are the foundation for delivering thoughtful advice and lasting value. Whether advising clients or leading a team, Sarah is committed to earning confidence through technical knowledge, clear communication, and a client-first mindset.

As Director of Wealth Management, Sarah helps lead and develop a team of wealth management professionals, overseeing talent development, client service, and departmental growth. Her responsibilities include recruiting and mentoring team members, supporting business development, and building lasting client relationships through comprehensive wealth management solutions. She defines success by helping people achieve what they once thought was impossible, whether that means guiding clients toward meaningful financial goals or mentoring team members in their professional growth.

Sarah earned both her Bachelor’s Degree in Accounting and Master’s Degree in Accounting from Southern Methodist University. Before entering the wealth management industry, she began her career in Big 4 public accounting, where she worked on private and public oil and gas company audits and supported financial analysis for consulting projects. Her accounting background continues to serve as a strong foundation for her work in financial planning and wealth management.

Since joining Willis Johnson Wealth, Sarah has continued to expand her technical expertise and leadership responsibilities. She earned her Series 65 license in 2020 and received her CFP® certification in 2021. Today, she leads a team of ten professionals and helps guide the strategic direction and growth of the Wealth Management department.

Outside of the office, Sarah enjoys spending time with her husband, daughter, and their dogs. She also enjoys cooking, running, snow skiing, and making the most of time with family and friends. Sarah believes life’s best moments are shared with the people who matter most.