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Sarah Hogg

CPA

Family Office Advisor

Hometown: Sioux Falls, SD

Education: University of South Dakota

Learn more about my expertise in Family Office Services →

After having a career as a CPA working in both public and private practice for nearly 30 years, I returned to my hometown to join the First National Wealth Management team in November 2023.

Prior to becoming a Family Office Advisor here, I spent 26 years working for a company in Aberdeen, SD, first as an in-house CPA and later on as their chief financial officer.

I look forward to using my business experience and tax expertise to help you and your family navigate your financial journey, as well as to provide you with peace of mind through our family office services.

As a fourth-generation Baker, the FIRST Value that is most sentimental to me is Family; I am honored to be part of the family business and continue our tradition of serving the area.

It’s also my highest priority away from the office. I met my husband, Mike, at USD, and we’ve been married for 30 years now. Together, we have two children: Molly and Carter.

We try to take at least one family vacation together each year. A recent favorite was a trip to Greece — where we hiked Mount Zeus on the island of Naxos and then hiked down to a 17^th century Monastery on Crete!

When I’m not spending my free time traveling, I enjoy going for walks, watching sporting events, volunteering as a USA Swimming official, and serving on the Sioux Empire United Way Board of Directors.

More About Sarah

I’m a highly accomplished CPA and financial executive with more than 30 years of experience in family office advisory, corporate finance, tax strategy, and financial leadership. With a strong foundation in public accounting and an extensive tenure as executive vice president, treasurer, and chief financial officer at The Rivett Group, LLC & My Place Hotels of America, LLC, I have developed a deep expertise in wealth management, tax optimization, estate planning, and corporate financial oversight.

Currently serving as a Family Office Advisor with First National Wealth Management, I provide comprehensive financial solutions to high-net-worth individuals and their families, ensuring the preservation, growth, and strategic management of wealth across generations. My experience spans cash flow forecasting, tax planning, estate structuring, and investment oversight, making me a trusted financial partner to help simplify client’s lives and provide peace of mind.

Family Office Services – Wealth structuring, tax planning, estate and succession strategies
CFO & Financial Leadership – Corporate finance, strategic planning, risk management
Tax Strategy & Compliance – Multi-enity and multi-state tax planning, individual tax planning, IRS compliance, 1031 exchanges
Investment & Asset Management – Alternative investments, real estate investments, M&A guidance
Strategic Cash Flow Planning – Forecasting models, liquidity management, debt structuring, capital allocation

Family Office Advisor and CPA

The First National Bank in Sioux Falls (2023–Present)

The Rivett Group, LLC (1997–2023)

Serves as a trusted advisor to high-net-worth individuals and families, managing complex financial needs.
Oversees preparation of personal financial statements, guaranteed debt schedules, and global cash flow analysis to support banking and investment decisions.
Provides cash flow projections, tax strategy implementation, and quarterly tax estimates to optimize wealth preservation.
Maintains banking relationships, facilitates annual reviews, and oversees loan renewals while providing recommendations on pledged collateral.
Collaborates with estate planning attorneys to update estate plans, model tax implications, and prepare what-if financial scenarios.
Reviews and directs personal insurance renewals, ensuring appropriate coverage and risk management strategies.

EVP, Treasurer, and CFO
The Rivett Group, LLC & My Place Hotels of America, LLC

Established and lead financial operations for a rapidly growing hotel franchise and diverse portfolio of 50+ companies, including hospitality, real estate, construction, technology, aviation, and retail businesses.
Directed financial reporting, internal controls, and cash flow management, ensuring compliance with GAAP (ASC 606 – Revenue Recognition, ASC 842 – Leases) and tax reporting.
Managed annual audits, budget planning, and monthly financial projections, working closely with auditors and department heads to drive business growth.
Led tax compliance and planning, preparing individual and multi-state entity tax returns (LLC, S-Corp, C-Corp) while advising on tax-efficient entity structuring.
Directed cash flow management, issuing strategic recommendations for cash calls, LOC advances/repayments, and distributions.
Structured tax-efficient sales strategies by preparing asset allocations and tax projections to minimize tax exposure.