Sadie Schweers

04/13/2026

Chase it. Build it. Live it. 💪 ✨ 👑

01/26/2026

Sometimes the most important financial decisions don’t happen behind desks; they happen at kitchen tables after long days and honest talks. That’s where we meet you, in the real rhythm of your life.

My job is to bring clarity to the numbers so you can focus on what matters: your family, your land, your animals, and your future. Wealth should support your life, not complicate it.

01/17/2026

Your financial plan should feel as thoughtful and intentional as the life you’re building. Designed with care, built on trust, and focused on what matters most 🧡

Sendero

01/01/2026

2025 brought growth, change, and a lot to be grateful for.
Looking ahead to 2026 with clarity, purpose, and excitement!✨

12/31/2025

The 2026 retirement contribution limits are officially here, and they’re giving us more room to build the future we’re working so hard for 🤍

From 401(k)s to IRAs, swipe through to see what changed and how to prioritize your next financial move with intention.

12/30/2025

I’m incredibly grateful to have returned to Sendero this fall. It truly feels like home—surrounded by people I deeply respect, doing meaningful work, delivering thoughtful, tailored investment strategies and family office solutions, and building long-lasting relationships with clients rooted in trust and care. We have an exceptional team that truly serves and cares for our clients and I’m deeply grateful to be part of it.

Join us in welcoming Sadie I. Schweers, our new Wealth Advisor!

With a passion for helping clients reach their financial goals and a commitment to personalized service, Sadie brings both expertise and heart to our firm. Her ability to build strong relationships and deliver tailored financial solutions is complemented by her commitment to fiduciary standards and client-focused service. Sadie is committed to building meaningful connections and collaborating with clients to design strategic, personalized solutions that align with their unique needs and goals.

We’re thrilled to welcome Sadie’s experience to our team as we continue delivering peace of mind to our clients.