Sarah Kennelly is the Chief Operating Officer of WealthPlan Group, supporting advisors and clients across the country. She is responsible for overseeing the firm’s operations, technology, and infrastructure, ensuring that clients receive a consistent, high-quality experience as the firm grows and evolves.
With more than five years at WealthPlan Group, Sarah plays a key role in building the operational foundation that supports advisors in delivering thoughtful, personalized wealth management. She works closely with leadership teams, advisors, custodial partners, and technology providers to ensure that processes are efficient, secure, and designed with clients’ long-term interests in mind.
Sarah brings a detail-oriented, client-focused approach to her work, with an emphasis on reliability, transparency, and operational excellence. Her leadership helps ensure that behind every client relationship is a strong, well-run platform – one that allows advisors to focus on what matters most: serving clients and helping them achieve their financial goals.