Sara is a Plan Consultant in the Great Lakes office. Prior to joining Strategic Retirement Partners, she was a plan consultant affiliated with 401(k) Advisors and spent 10 years with Principal Financial Group. As a Relationship Manager, she built and maintained relationships with Plan Sponsors and Financial Advisors. She conducted annual fiduciary reviews, quarterly investment meetings, discussed legislative updates and coordinated education messages. She helped plan sponsors with strategic planning, such as plan design enhancements and compliance testing solutions. She also has experience conducting onsite employee education.
Sara graduated from Northern Illinois University with a degree in Business Administration, and got her MBA in Economics from DePaul University. She resides in Wheaton, Il with her husband and two children.
Arkansas & Southern Missouri