Sara Potts, CFP®

Education

• BS from Texas A&M University College Station

Professional Designations

• Series 7 and 66 Licenses
• General Lines Agent Insurance License (Texas)
• CERTIFIED FINANCIAL PLANNER™ Professional

Sara is a Lead Advisor and Operations Manager for KMH Wealth Management, LLC. Her practice includes working with clients through all of life’s stages, from helping individuals who are just starting their careers to those who are transitioning into retirement.

Before joining the staff at KMH in 2019, Sara worked as a financial advisor designing and maintaining retirement plans and educating plan participants. Sara graduated from Texas A&M University with a bachelor’s degree in Agribusiness.

She and her husband have three sons. Outside of the office, you can find Sara volunteering or spending time with her family. She serves as a board member for the Junior League of Victoria, The Victoria Fine Arts Association and The Children’s Discovery Museum of the Golden Crescent. Sara and her family are active members of their church in Inez.