Sarah Terrell

Wealth Planner & Director of Client Services

Sarah joined Luken Investment Analytics in 2024 and serves as the Wealth Planner and Director of Client Services. She provides financial planning and investment advisory support to our clients. She also builds and maintains client relationships by assisting with day-to-day client needs and meeting action items.  

Sarah holds a Bachelor of Arts degree in History and Political Science from the University of Louisville. Sarah has held positions at US Bank and Huntington Bank. She transitioned to financial planning and wealth management at Eileen Burkhart & Co, Sage Spring (formerly Southwestern Investment Group), and Kraft Asset Management, where she specialized in crafting tailored financial plans and comprehensive wealth management solutions for her clients.

Sarah is originally from Covington, Kentucky. She is an animal lover and has a dog, Max, and cat, Merle. Sarah embraces the great outdoors and enjoys spending her free time exploring nature and history. Additionally, Sarah has a deep appreciation for live music.