Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Randy Sauer, CRPC®
Partner | Financial Advisor
Randy is a Financial Advisor with more than 34 years of experience in financial planning and investment management. His wealth of experience gives him a vast base of knowledge and perspective to help you with your financial goals.
Kallee Tucker, MBA
Client Service Manager
Kallee is a Client Service Associate at Sauer Wealth Management, specializing in retirement, estate planning, and processing. She understands the financial services industry and brings personalized and informed service to her clients.
Jenne Miller
Client Service Associate
Jenne is a Client Service Associate with over 25 years of experience providing administrative and executive support across corporate and non-profit organizations.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.