Sara A Neel: From executive assistant to CEO in six years

Sara Ann Neel


One Advocate Group

Sara Neel is CEO of One Advocate Group, a financial planning firm founded by Thomas Oliphant in 1990 and expanded in 2005 to also help family and closely held businesses with succession planning. She was hired in 2012 as an executive assistant to the founder, and was promoted to a management role within a year. In six years, she worked her way to the top spot by learning the business from the ground up.

Prior to her being hired, Neel managed logistics for…

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