Sarah Moore, CFP®, is President and Partner at Donaldson Capital Management, where she has been serving clients since 2018. Sarah has held several positions with DCM, including Advisor, Director of Financial Planning, and VP of Client Experience. An Evansville native, Sarah graduated from Signature School and attended DePauw University, where she was a Management Fellow and earned her Bachelor of Arts in Economics & Management in 2008.
Sarah has spent her career in the wealth management industry serving both families and institutions. In 2008, she joined JPMorgan Private Bank in Indianapolis as an Investment Analyst. Beginning her career amidst the financial crisis, Sarah learned the importance of risk management in investing. In 2011, Sarah relocated to Nashville, TN, and joined Merrill Lynch, where she worked directly with families and company retirement plan sponsors, providing financial planning and investment management advice to business owners and employees. In 2011, she completed her studies to achieve her Certified Financial Planner (CFP®) designation.
In early 2013, Sarah returned to JPMorgan Private Bank to open an expansion market office for the bank in Nashville. During this time, Sarah worked with some of the most successful families in Tennessee. She was responsible for advising families on both their assets and liabilities as well as tax, estate, and philanthropic planning.
In 2018, Sarah and her husband David, who is also an Evansville native and Urologic Surgeon at Deaconess Clinic, returned to Evansville to continue their careers and raise their growing family closer to home. They have two daughters, Elizabeth and Madeline. Sarah is on the board of the Evansville Estate and Financial Planning Council. Sarah loves spending time with her family, exercising, reading, concert-going, and exploring the great outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
