Sara Aikman

Appointed to congruent leadership roles during the firm's acquisition by Wealth Enhancement Group while continuing as Executive Assistant to the President (later Team Senior VP Advisor). Recognized as the stabilizing force of the InConcert Napa Valley Team (ICNV), entrusted to steward the integration of people, processes, and systems across three offices through a period of profound transition and unprecedented organizational disruption—safeguarding continuity of service excellence, client trust, and staff engagement.

• Created and directed CAST (Client & Advisor Support Team), ensuring client and advisor care was delivered with unwavering dedication and discretion despite the turbulence of the merger, and preserving the firm's hallmark service standards.
• Orchestrated the restructuring and integration of staff from multiple firms into a cohesive, high-performing unit—designing roles, authoring job descriptions, establishing KPIs, and aligning performance systems.
• Led organizational development and HR functions, managing sensitive personnel matters with discretion while fostering cohesion, accountability, and cultural alignment.
• Standardized databases, workflows, and systems to dismantle silos, improve reporting integrity, and ensure compliance with corporate requirements.
• Acted as principal liaison to corporate leadership on special projects, technology migration, and HR integration, ensuring smooth adoption of corporate platforms and practices.
• Drove innovation by challenging the corporate status quo—proposing firm-wide improvements to service models and database management, independently researching and expanding CRM software capabilities beyond perceived limitations to unlock new efficiencies and elevate the client experience; recognized by corporate leadership as a trusted sounding board, innovator, and early tester of new automations.

Served as the trusted right hand to the firm’s president and founder throughout my tenure, providing executive partnership marked by discretion, poise, and precision. Managed a constantly evolving calendar, orchestrated client and vendor interactions, and anticipated needs to keep the president focused on strategic priorities while consistently enhancing his effectiveness and reputation.

• Managed and prioritized the president’s business and personal schedule, including client meetings, community engagements, and complex travel logistics.
• Prepared proposals, presentations, and client-facing materials; engaged deeply with clients to understand both business priorities and personal nuances, briefing the president to ensure he appeared fully attuned and personally invested.
• Represented the president with discretion in interactions with clients, prospects, and partners, building trust and reinforcing relationships on his behalf.
• Anticipated challenges and proactively implemented solutions to mitigate risks and protect executive focus.

Promoted in recognition of tenure, impact, and influence over staff, clients, and firm leadership. Oversaw multi-office operations and client relations while functioning as an extension of the firm president—balancing executive partnership, client experience leadership, and operational oversight. Entrusted with broad authority across client communications, staff management, and cross-functional initiatives, effectively operating as four roles in one.

• Acted as strategic advisor and proxy for the president, ensuring flawless client and vendor relations, executive communications, and organizational priorities.
• Championed the client experience by designing and embedding white-glove service standards and cultivating intimate knowledge of client priorities—both business and personal—that sustained > 90% client satisfaction and fueled firm growth—driving most new business through direct client referrals.
• Led and mentored staff across multiple offices, instilling a high-performance culture of accountability, service excellence, and operational discipline.
• Partnered with marketing to strengthen client engagement strategies, modernize materials, and elevate firm perception.
• Directed sales pipeline, cross-departmental coordination, contract administration, and reporting to increase efficiency and scalability.

Directed daily operations and executive support for the firm president and founder, overseeing two offices and serving high-net-worth clients with discretion, poise, warmth and precision. Quickly became the trusted liaison across clients, vendors, partners, and wholesalers, while shaping client experience, marketing initiatives, and organizational systems to elevate service delivery and firm performance.

• Entrusted as the central liaison across clients, vendors, partners, and wholesalers, safeguarding/building relationships and ensuring seamless information flow, discretion in representation, and precision in execution.
• Built and led a client service program that elevated satisfaction from under 70% to 100% in fewer than four years—exceeding the industry benchmark by 35%.
• Partnered with the marketing team to rebrand materials and launch strategic initiatives that strengthened client engagement and firm perception.
• Trained and motivated staff to deliver consistent white-glove service to high-net-worth clients, fostering a culture of excellence and accountability.
• Streamlined operations across two offices, redesigning practices and procedures to enhance efficiency, scalability, and cross-departmental coordination.