Women supporting women, women business, women financial support, wealth management, friendly wealth management for women, Sorelle, thriving women

Sara Gelsheimer, CFP®, AIF®
Partner, Sorelle Wealth Partners

Sara’s path to financial planning didn’t start in spreadsheets — it started with a drive to serve others. Sara earned her college degree in Social Work, committed to making a real impact. It wasn’t until a finance professor challenged her thinking that she discovered a different way to serve others: through financial planning. That conversation led her to become a CERTIFIED FINANCIAL PLANNER™ — combining her love of numbers with her purpose-driven mindset.

Now, with over 15 years in the industry, Sara brings deep experience and personal insight to her role as Partner at Sorelle Wealth Partners. She helps clients take control of their financial future with clarity, confidence, and a plan that reflects their real lives — not just the numbers.

Known for her empathy and straight-talk, Sara simplifies complex financial decisions without judgment. As a working mom of three, she gets how unpredictable life can be — and how critical it is to have a plan that can flex with it.

Sara is especially passionate about empowering women to own their financial journey. Prior to joining Sorelle Wealth Partners, Sara was a shareholder at a Top 100 RIA where she founded the firm’s women’s initiative focused on building financial confidence through education, support, and community with a mission to create a safe space for women to ask questions, make decisions, and feel in control.

When she’s not with clients or running Sorelle Circle events, Sara’s likely at a concert, out on a trail, or chasing after her kids — ideally with a coffee in hand and a date night on the calendar.

Awards & Recognitions

Community Involvement

  • Hearts and Hope for Uganda – Student Sponsor

  • Member of Spirit of St. Louis Women's Fund

  • Connect to Uganda: Far Away Friend sponsor

Education

  • Murray State University, B.S. in Social Work/Financial Planning Option

Schedule Time with Sara