Her leadership has been shaped as much by life experience as by education. After overcoming significant health challenges, including a battle with cancer, Sarah emerged with a deeper understanding of stewardship, purpose, and the strength found in faith. Those experiences continue to inform her belief that true wealth is built through resilience, discipline, and values that last beyond a single generation.
At TMW Advisory, Sarah focuses on creating the internal frameworks and organizational systems that support clarity, continuity, and discretion for the clients the firm serves. She oversees project coordination and the development of firmwide processes ensuring that engagements are managed with professionalism, care, and respect for each client’s unique priorities.
TMW Advisory operates independently and collaborates with licensed professionals at the client’s direction. Sarah’s role centers on structure and coordination.
Known for her principled leadership, Sarah is committed to building an environment where families and founders can move forward with confidence quietly, intentionally, and with the kind of foundation that honors both prosperity and purpose.
At TMW Advisory, our strength is not found in titles or labels.
It is found in the way we think, the way we collaborate, and the level of precision we bring to every engagement.
We operate as a specialized, multidisciplinary unit, a growing team built on the principles of discretion, strategic intelligence, and unified execution. Each member contributes a distinct area of expertise, allowing us to assess complex family enterprises with the depth and clarity they require.
Rather than functioning as a traditional firm defined by rigid professional categories, we operate more like a Navy SEAL–style task force:
focused, coordinated, mission-driven, and structured to solve problems that most advisory models are not designed to address.
Our work is elevated further through collaboration with independent licensed professionals and external firms, including attorneys, tax professionals, financial advisors, and other specialists selected by the client. These professionals provide the regulated services within their areas of licensure, while TMW focuses on the structural, organizational, and leadership dimensions that unify the entire enterprise.
This model protects our clients, preserves professional boundaries, and ensures that each family receives guidance that is:
TMW Advisory remains the central point of coordination,bringing order, clarity, and architectural insight, while licensed professionals deliver the technical services appropriate to their fields.
It is the combination of these strengths that allows us to serve families with the precision, discretion, and excellence that define our work.
TMW Advisory is a private, values-driven business advisory firm dedicated to helping family-led enterprises build the structure, systems, and internal clarity required for generational success.
We serve families who are building more than businesses.
Families who carry legacy.
Families who lead with conviction.
Families entrusted with responsibility, and willing to rise to it.
Although your attorneys, CPAs, and investment professionals each manage their own specialized segment of the overall picture, TMW Advisory sees the entire landscape. We operate as architects of order, designing and strengthening the internal framework that enables every licensed advisor at your table to work with accuracy, alignment, and excellence.
Our team reflects this mission.
We are composed of disciplined administrative professionals and seasoned business and financial consultants who provide both operational rigor and strategic insight. We collaborate with other specialized professionals outside our organization to ensure every client receives comprehensive, coordinated, expert-level support.
We believe that influence is not an accident, it is an assignment.
And every assignment requires order.
Faith-driven families often steward multiple companies, entities, responsibilities, relationships, and resources. With that comes complexity. With complexity comes risk. And with risk comes the need for clarity, discipline, and alignment.
TMW Advisory was created to meet that need.
Our philosophy rests on four core convictions:
Calling without systems collapses under pressure.
Families thrive when decision flow is clear and shared purpose is understood.
What is scattered becomes vulnerable.
What is organized becomes powerful.
Generational success is never accidental, it is architected.
Families trust us because we stand in the gap between advisors, operations, leadership, and legacy.
We make the invisible visible.
We give language to complexity.
We bring order where others bring fragments.
To lead the evolution of our family’s legacy by moving beyond conventional wealth management, establishing sovereign, principled, and enduring frameworks that protect our values, preserve our unity, and ensure prosperity across generations.
“The rich rule over the poor, and the borrower is slave to the lender.” (Prov. 22:7)
“Dishonest scales are an abomination to the Lord, but accurate weights are His delight.” (Prov. 11:1)
Families do not choose TMW Advisory because we are the loudest or the largest.
They choose us because we see what others overlook.
Because we listen for what is unspoken.
Because we build with a level of clarity, intelligence, and spiritual discernment that is rare.
Here is why families repeatedly place their confidence in us:
Most professionals focus on a single dimension, legal, tax, finance, or operations.
We help families understand the intersections where risk forms and opportunity lives.
We connect the dots others don’t even see.
Multi-entity, multi-generational enterprises often grow faster than the systems meant to sustain them.
We help families restore structure, clarify roles, streamline workflows, and build internal alignment that prevents overwhelm.
Where others see chaos, we see architecture.
We don’t offer quick fixes.
We architect long-term structures that strengthen leadership, improve decision flow, and support continuity for decades to come.
Our work becomes part of the family’s legacy.
We serve clients who lead with conviction and value.
Families who believe their work, influence, and resources are entrusted, not accidental.
We help them build systems that reflect their beliefs, guide their leadership, and protect their assignment.
Transitions and succession can strain even the strongest families.
We support communication, role clarity, and generational readiness , without stepping into legal or financial domains.
We build the foundation that keeps families aligned, resilient, and connected.
Our work is private, selective, and confidential.
Clients choose us because they value judgment, sensitivity, and wisdom, especially in matters that blend family and enterprise.
We honor trust as a sacred responsibility.
We do not stand above our clients, we stand with them.
In seasons of expansion, transition, pressure, or spiritual growth, families trust us as partners who understand both the weight and the promise of their calling.
TMW Advisory works exclusively with individuals and families who value discretion, depth, and foresight.
Our clients include:
Disclaimer: TMW Advisory is a private consulting firm. We are not a law firm, CPA firm, investment advisory firm, or tax preparation service. Clients should consult licensed professionals for all decision-making and implementation.
Where confusion once lived
Where pressure once dominated
Where roles once collided
Where scattered information once weakened them
Where fragility once threatened impact
At the heart of our approach lies a commitment to harmonizing the spiritual and material dimensions of capital. We hold that true wealth transcends financial measures, it is generational in nature, relational in essence, and purposeful in direction. Anchored in this philosophy, we develop internal frameworks that cultivate enduring prosperity and safeguard a principled legacy.
Our multidisciplinary efforts are dedicated to the protection, growth, and thoughtful structuring of our family’s capital. Through intentional strategy, disciplined governance, and integrated oversight of our enterprises, we steward a cohesive family architecture in which every decision aligns with shared values, long-term vision, and intergenerational continuity.
At TMW Advisory, we view wealth as more than financial capital, it is legacy capital, encompassing values, reputation, and continuity across generations.
Our Family Charter sets the constitutional framework for how we govern and safeguard family resources:
Our Charter is both a shield and a compass: it protects what matters most and guides what must evolve.
We are a private family office designed to serve legacy, not volume. Our foundation was built to meet the needs of our own family first, structuring, protecting, and stewarding across generations.
Occasionally, we open our path to aligned families and strategic partners who walk with the same purpose. For those few, we bring the same care, rigor, and trust we extend within our own.
At TMW, we stand with those who themselves serve and steward many. Our partnerships are with faithful guardians of wealth and purpose, ensuring that those entrusted with much remain steadfast, disciplined, and true to their charge.
We make no distinction between our own family’s design and that of our partners, each receives the same rigor, care, and confidentiality.
Law of Appreciation & Perpetuity
Families choose TMW Advisory because we:
We combine discernment, structural intelligence, values-driven clarity, and cross-disciplinary experience. Our work ensures that a family’s calling, vision, and enterprise are supported by systems and governance designed to endure and thrive over generations.
Engagement begins with understanding your family enterprise, your current structure, and the complexities you face. From there, we determine which of our signature offerings, Diagnostic™, Architecture™, or Leadership Training™, best aligns with your goals and long-term vision.
Timelines vary depending on the service and complexity of your enterprise:
Yes. While we do not provide legal succession services, we support continuity, leadership clarity, and communication across generations, ensuring a smooth transition for family-led enterprises.
Our work is highly confidential and selective. Discretion is a core value, and we treat all client information and enterprise details with the utmost sensitivity.
No. We design the systems and structures that make operations efficient and aligned but do not execute day-to-day management. Our goal is to enable families and their advisors to operate effectively.
TMW Advisory is our family’s private advisory platform, focused on preserving wealth, optimizing structures, and supporting long-term stewardship. We manage strategy, governance, and investments exclusively for our family and aligned ventures.
We create and maintain tailored structures, trusts, foundations, and private investment entities, that protect our capital, optimize tax outcomes, and reflect our long-term intent. These frameworks ensure our wealth remains aligned with our values, jurisdictional strategy, and generational vision.
TMW Advisory is a private business advisory firm and is not a law firm, or CPA firm. The content provided on this website is for general informational purposes only and does not constitute legal advice. No professional relationship is created by visiting this site, and clients should consult licensed professionals for all decision-making, implementation, or reliance on any information presented here.