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
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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
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