Sara Rogier is a Financial Advisor and Certified Public Accountant (CPA) who is passionate about helping individuals, families, business owners, and executives make confident financial decisions. She believes that effective wealth management is about more than managing investments. It is about understanding each client's unique goals, values, and aspirations and developing a thoughtful strategy to help them achieve them.
As part of a multigenerational wealth management team at Baird, Sara works closely with clients to navigate the complexities of financial planning, investment management, retirement planning, tax-efficient wealth strategies, and estate planning. She is committed to building lasting relationships based on trust, education, and personalized service, helping clients gain clarity and confidence as they make important financial decisions.
Before joining Baird, Sara spent more than 20 years in leadership roles across the automotive and pediatric nutrition industries. Her background in accounting, strategic planning, supply chain management, and operations provides a unique perspective when helping business owners, executives, and professionals address complex financial opportunities and challenges. Most recently, she served as Regional Senior Planning Manager for Mead Johnson Nutrition, where she led planning teams supporting multiple North American manufacturing facilities.
Sara earned a Bachelor of Science in Accounting from Butler University and a Master's Degree in Human Resource Development from Indiana State University. She maintains her CPA designation as well as her Series 7 and 66 securities licenses, reflecting her commitment to professional excellence and lifelong learning.
A native of Tell City, Indiana, Sara is deeply committed to giving back to her community. She served for eight years on the Good Shepherd School Council, including terms as president and finance council representative. Today, she serves as a board member of Holly's House, a nonprofit organization dedicated to supporting victims of intimate crimes through advocacy, education, prevention, and healing services.
Clients value Sara's ability to simplify complex financial matters and provide practical guidance through life's most important transitions. Whether helping a family prepare for retirement, coordinating estate planning strategies, evaluating tax planning opportunities, or navigating a business transition, she focuses on delivering thoughtful solutions tailored to each client's goals.
Sara is proud to call Southern Indiana home and considers it a privilege to help families build financial confidence, preserve what they have worked hard to achieve, and create meaningful legacies for future generations.