Sara A. Sroka, CPA, CFP®

I earned my bachelor’s degree in accounting from a small school in the finger lakes of New York, Keuka College. I have been happily settled in the NOLA area since 2011. I earned my CPA license in 2015 and I’m an active member of the AICPA and the Louisiana Society of CPAs .

Our comprehensive approach to creating, building, and maintaining wealth is a proven process.

Before joining Bienvenue Wealth, I had a background in individual, small business taxation, and corporate accounting. I currently enjoy helping clients with tax planning and cash flow analysis.  I am excited to be working at Bienvenue Wealth helping families live their lives purposefully. I have seen firsthand how having a trusted advisor can make a big difference and it is gratifying assisting clients on their journey. Our comprehensive approach to creating, building, and maintaining wealth is a proven process. We work with your family to simplify your financial life. My husband, Trevor, and I don’t miss the snow back home at all and we embrace life in the Big Easy. Connect with me on LinkedIn.

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