Meet Sarah Warnkin, EA, BPC
Sarah is a wealth manager at JL Smith who's passionate about demystifying taxes for retirees. She knows that smart tax planning can mean the difference between a comfortable retirement and an exceptional one. That’s why she’s committed to helping clients understand exactly how to keep more of what they've earned.
Education & Experience
Sarah earned her bachelor’s degree in accounting from The Ohio State University and holds her Enrolled Agent (EA) and Bucket Plan Certified® (BPC) designations. Watching her father, Jeff Warnkin, serve clients as a Senior Wealth Manager at JL Smith gave her an early appreciation for how financial planning can transform families' futures. With seven years of experience in financial services, she specializes in tax planning, management, and preparation. Sarah helps clients tackle one of retirement's biggest challenges, minimizing taxes, while coordinating withdrawal strategies, income planning, and legacy protection into one cohesive plan.
Get to Know Sarah
Originally from Avon, Ohio, Sarah now resides in Westlake and takes pride in serving clients throughout Northeast Ohio. When she's not helping our clients minimize taxes, you'll find her golfing, paddleboarding, building with LEGOs, traveling to new destinations, or enjoying other outdoor activities.