Sarah Schmitz, C(k)P®, AIF®, CEBS, RPA, FLMI
Director, Retirement Plan Solutions
Sarah is our Director of Retirement Plan Solutions, sharing her qualified retirement plan and benefits knowledge with business owners and employees. Sarah's focus is to connect the dots and connect people to the right resources, helping them enhance their resources in the complex world of employee benefits, insurance, retirement savings, and investments.
With experience on different sides of the fiduciary triangle across various service providers, a Fortune 500 employer as the US Benefits Manager, and as a senior consultant for a regional benefits firm in Colorado and Arizona, Sarah brings a valuable blend of perspectives. She brings "large employer” best practices and a high level of technical knowledge to small and medium sized businesses.
Sarah is passionate in providing employers with ideas and solutions to help achieve a balance between business objectives and the annual spend on employee benefits. She has extensive experience with retirement plan design, leveraging tax strategies for the small business owner, and educating employees on financial wellness.
EXPERIENCE:
Sarah has over 25 years of experience. Every day she works with business owners, key personnel, fiduciaries, and employees to help maximize employee benefit programs.
CREDENTIALS
FINRA Securities Registrations: Series 7, 66, 63, 24, 51
INTERESTS:
Tennis, Pickleball, USA Swimming, the Olympics, Orange Theory Fitness, college basketball, a special cream Labradoodle named Shasta, HGTV's Hawaii Life, and singer/song writers Old Dominion, Sara Bareilles, and Brandi Carlisle.