SARAH SWANTNER, MS, CFP®, NCC
Sarah is passionate about helping people understand themselves and their finances so that they can achieve their personal goals. In 2018, Sarah became a dually-trained financial therapist when she completed an internship in financial therapy and earned her master’s degree in clinical mental health counseling from South Dakota State University.
Sarah began her life career with a passion for analyzing and solving complex problems. She discovered her skills in college as a student of engineering mechanics, using math and science to explain and predict phenomena such as crack growth in a sheet of plastic or sound generated by a fan blade. Prior to discovering her love for financial planning, Sarah spent nine years as an engineer with Hewlett-Packard in Boise, Idaho, developing LaserJet printers. In 2009, Sarah started engineering financial plans to explain how all the moving parts of the plan – insurance, taxes, estate, retirement, investments – interact together. Soon after Sarah joined Kahler Financial Group in 2012, she began expanding her career to include the integration of financial coaching and counseling with financial planning.
Sarah became a CFP® certificant in 2013. She holds a master’s degree in clinical mental health counseling from South Dakota State University. She also holds a bachelor’s degree in mechanical engineering and a master’s degree in theoretical and applied mechanics, earned at Washington University in St. Louis and the University of Illinois at Urbana-Champaign.
Sarah’s passion to help people goes beyond simply helping people with their finances. She served on the board of Lifeways, Inc., a non-profit adolescent substance abuse prevention and treatment agency from 2016-2019 and currently serves on the Financial Therapy Association Board as the 2020 President-Elect and Chair of their Webinar Committee. Additionally she serves as a volunteer counselor for the South Dakota State – West River Campus free counseling clinic for students and community members.
Sarah and her husband, Rick, moved to Rapid City in 2012. Whether by car, airplane, ATV, Harley, or foot, Sarah and Rick enjoy traveling and being in the wilderness. Their favorite places to adventure and recharge include the Boundary Waters of Minnesota, the Big Horns of Wyoming, Southern Utah, warm tropical beaches, and, of course, the Black Hills of South Dakota!
What Sarah Does All Day
As a financial planner, I help design and implement the financial planning work we do each year for our clients. I help new clients understand their financial picture and decide what changes they may want to make in their lives. I help existing clients address financial changes that occur, whether expected or unexpectedly as a part of life, so they can make decisions that align with their goals and values.
As a financial therapist, I help individuals, couples, and groups explore feelings, behaviors, and thoughts around money and navigate significant life transitions involving finances in some way.