Broker Check
Napa Valley Wealth Management - St. Helena, CA

Please join us in celebrating Sara Aikman, director of client relations & operations at Napa Valley Wealth Management. This October, Sara celebrates 10 years with NVWM. Sara came to us with a track record of fostering teams, warm client relations, and strong execution and follow-through. In the last decade, she’s proven to be an invaluable asset in all those areas.

With a deep commitment to exceptional client service that stems from her natural love of people and her attention to detail, Sara is a master at fulfilling even the most urgent of client requests, and she’s become the central hub for our clients and our team. Her natural ability to juggle a multitude of tasks combined with her cheerful countenance is her one-two punch. 


Sara Aikman

Director of Client Relations & Operations

Read Sara's full bio.

Please fell welcome to reach out to Sara directly with a hearty "Congratulations!" We know she'd love to hear from you.

With 35 years of experience and a Chartered Financial Analyst (CFA) credential, Kelly is highly skilled in quantitative methodologies for analyzing securities.Robert possesses substantial experience in creating complex financial plans and reports that both integrate intricate tax and investment scenarios and model future cash flows.Currently a CFA Level II candidate, Gulia Beisenova possesses extraordinary analytical and communication skills that transfer well into both tactical portfolio management and personalized financial planning.

Kelly Crane, CFP®, CLU, CFA, MBA
President & Chief
Financial Officer

 Earl Knecht, CFP®
 Vice President & CFO

Robert Mauer
Financial Services
Coordinator

Gulia Beisenova
Associate Portfolio
Advisor