Sarah L. Zimmerman, CPA/PFS, is our Financial and Tax Adviser, Investment Adviser Representative, and Director of Tax. Sarah is also a member of the investment policy committee. She is a 2003 graduate of Upper Iowa University receiving a Bachelor of Science degree in accounting. Sarah has been with us since 2001 and a Certified Public Accountant since 2007. She earned the Personal Financial Specialist designation from the AICPA in 2018. Prior to becoming a Financial and Tax Adviser and Investment Adviser Representative, Sarah was a Senior Staff Accountant, providing tax, bookkeeping, and payroll services. She is a member of the American Institute of Certified Public Accountants, the


Sarah Zimmerman
Tax and Financial Adviser, Certified Public Accountant/Personal Financial Specialist
Kane Company Wealth Management, Inc.
United States, Iowa, Ankeny
About Me
Profile Information
Tax and Financial Adviser, Certified Public Accountant/Personal Financial Specialist
Kane Company Wealth Management, Inc.
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Ankeny
Iowa
United States
Aug 29, 2025
Keylinks
More profiles to browse
Steven Kane
Owner, President, Founding Principal and Chief Investment Strategist
Jason Kane
Vice President, Wealth Manager, and Director of Financial Planning and Trading
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners