Sarah serves as an Account Director and leverages a strong background in retirement plan administration. Her primary responsibilities include providing plan design solutions, solving administrative challenges and coordinating the delivery of advisory and employee communication services. She began her career at Principal Financial Group and later worked as a Plan Administrator at a regional firm in St. Louis. Sarah earned a Bachelor of Science Degree in Finance with an Economics minor from the University of Northern Iowa. She holds the Series 6, 63 and insurance licenses and has also earned the American Society of Pension Professional and Actuaries (ASPPA) Qualified 401(k) Plan Administrator, QKA, designation.
