Meet the Team
Jonathan Sard, CFP®
When Jonathan Sard was nine years old, his father suffered a life threatening, total disability. His mother suddenly found herself in the position of caring for her husband, as well as three young children, while still maintaining her dental practice. Jonathan and his family experienced first-hand the negative impact caused by not planning for an unforeseeable future. It not only helped him understand why it is so important to appreciate the present, but also to plan for the long-term and as many contingencies as possible. That’s why he leaves no stone unturned when reviewing your financial goals. Being the person his clients can always depend upon is the foundation of his business.
Jonathan Sard is a Certified Financial Planner™ serving the retirement planning needs of select pre-retirees, retirees, independent women and professionals. As President of Sard Wealth Management Group, LLC, Jonathan is dedicated to unparalleled service and commitment to his clients, while building long-term relationships with them. With more than twenty-five years of experience as an independent advisor, Jonathan provides comprehensive, unbiased financial advice to his clients.
Early in his career, Jonathan worked extensively in the employee benefit marketplace, helping small to medium-size businesses design and implement comprehensive benefit packages for their employees. This unique background helps Jonathan offer advice and insight on a vast array of matters not covered by most advisors.
Since becoming one of the youngest professionals to receive the CFP® certification more than 25 years ago, Jonathan served as an item writer for the Certified Financial Planner’s Comprehensive Examination. He speaks regularly to organizations and corporations (such as Hewlett Packard, Accenture, Elizabeth Arden, Hunton & Williams, and Mercer University) on various retirement planning topics and is a retirement planning instructor at Emory University’s Center For Lifelong Learning.
Jonathan graduated from the University of Florida with a degree in Finance, is an active member of the Financial Planning Association and was recognized by Mutual Fund Magazine as “Financial Planner of The Month”.
Jonathan Sard has been published and quoted in numerous publications, including The Wall Street Journal, Atlanta Journal-Constitution, Washington Post, Industry Standard, Money Magazine, Journal of Financial Planning, Investment Advisor, Bloomberg, and Investment News. He continues to be a sought after source of information in his field by the local and national media.
Jonathan and his wife Karen make their home in Atlanta, Georgia. They enjoy spending time with their two energetic children, Brooke and Max, and their dog, Archie. Jonathan spends his free time coaching his children’s sports teams, traveling and watching movies from the 80’s.
Craig Bober
Craig joined Sard Wealth Management in 2023 following a successful tenure as a client service associate at Osaic Wealth. At Sard Wealth Management, his role encompasses a broad range of responsibilities, including but not limited to, account maintenance, move money requests, and addressing client inquiries. Originally from St. Clairsville, Ohio, Craig recently relocated to Atlanta, Georgia, after completing his education in finance at West Liberty University in West Virginia.
Beyond his professional pursuits, Craig finds fulfillment in various interests. He enjoys spending time on the pickleball court and engaging in spirited competitions with family and friends. Craig also has a passion for football, stemming from four years of collegiate play. He loves to travel around the country to different cities to see his favorite teams play.
Erin Thruston
Erin Thruston joined Sard Wealth Management in February 2023 and brings thirty years of administrative, management, and direct client service experience with her. Prior to joining SWMG, Erin spent over eight years at an independent RIA firm in midtown Atlanta in a variety of roles beginning as a Client Service Specialist and ending as the company’s COO. Serving as Director of Operations at Sard Wealth Management, Erin will ensure all industry operations & compliance standards, along with the highest level of service clients are used to receiving, will continue to be exceeded.
Erin enjoys spending time in the kitchen, where she puts her gift of hospitality to good use by cooking for family, friends, and neighbors. She also has a passion for international travel and loves to visit other states and countries for a variety of cultural and food inspirations.