Sara Maloney

Sara Maloney

Chief Financial Officer

Sara Maloney

Chief Financial Officer

Sara Maloney is the Chief Financial Officer at BGM. Sara is an experienced financial management professional with over 20 years of accounting and management expertise. Her core strengths lie in financial analysis and reporting, strategic planning, organizational leadership, and process improvement.

Prior to joining BGM, Sara held key positions in various industries, where she demonstrated her expertise in financial management and strategic leadership.

Education, Credentials, & Honors

  • Bachelor of Science in Management and Economics, Hamline University

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.