Sarah leads the marketing efforts for Strategic Retirement Partners with responsibility for brand management, media relations, advertising, sponsorships, and events. She brings over 16 years of experience working with both qualified and non-qualified retirement plans. This industry experience positions Sarah to understand and guide the unique marketing needs of a retirement plan consulting services firm.
Prior to taking on the Director of Marketing role, Sarah served as a Senior Plan Consultant for Strategic Retirement Partners, worked as a Client Relationship Manager for Transamerica, and lead a service team for a regional consulting firm. She is also a registered assistant and has passed the FINRA Series 7 (General Securities Representative), Series 24 (General Securities Principal), and Series 63 (Uniform Securities Agent State Law) licenses, but does not offer securities.*
Sarah, her husband, and daughter reside in Stanford, Illinois where she enjoys camping, kayaking, and crafts.
*Series 7, 24 and 63 registrations held through LPL Financial.
Playing the Easter Bunny in one of those awful furry costumes.
When I was 5 years old, my mother always told me that happiness was the key to life. When I went to school, they asked me what I wanted to be when I grew up. I wrote down “happy”. They told me I didn’t understand the assignment, and I told them they didn’t understand life. —John Lennon
Put my daughter to bed every night. That few minutes is magical.