About: Sarah is a member of the Investment Committee and Group Retirement Consulting Team at Paradigm Consulting, Inc. She experienced early-on in her career that those faced with the intricacies of retirement plans could benefit from the guidance of a specialized, trusted fiduciary advisor. Wishing to continue her professionals education and expand her knowledge base to better serve her clients, Sarah worked to acquire the Accredited Investment Fiduciary (AIF®) designation. Sarah is a
graduate of Hamilton College, where she earned a Bachelor of Arts degree in Economics. She holds a FINRA Series 7 and 66 securities licenses and has her New York Life, Accident & Health Insurance license.
Specialties: Sarah focuses on optimizing qualified retirement plans while education investors on retirement savings in coordination with assistance through the transition to retirement.
Quote: "She believe she could, so she did." - R.S. Grey
member since march 2018
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