Sarah James

Sarah is a member of the wealth management division at Oakeson Steiner. As a financial advisor and licensed CPA, she assists individuals and business owners to plan and transition into a successful retirement.

Sarah is a graduate of the University of Nebraska. She’s passionate about simplifying the complexities that come with retirement for her clients, all while providing additional focus on income tax strategies aimed at minimizing the taxes paid on retirement assets.

Her areas of specialty include, but are not limited to tax planning and consulting, cash flow planning, Roth conversion and charitable giving strategies, financial planning, estate and generational planning and Social Security planning.

Sarah resides in Red Cloud with her husband and two children. Outside of work Sarah stays actively involved in their family farm operation and enjoys spending time with family. She also serves as a board member of The Valley Child Development Center in Red Cloud.

Tax consulting services offered through OS Tax Services, LLC, a CPA firm licensed in Nebraska and regulated by the Nebraska Board of Public Accountancy.