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 Investment Advisor Representative
, AIFSeries: 7
and 66
New York State Insurance License: Life, Accident & Health
Sarah is a dedicated professional within the qualified retirement industry. Her primary responsibilities include facilitating the daily operations of employer-sponsored retirement plans in addition to attending to the needs of plan sponsors and participants. She joined Paradigm Consulting, Inc. in 2012.
As a designee of the Accredited Investment Fiduciary®(AIF®), Sarah acts in accordance with a higher standard of care to implement policies and procedures in not only her practices, but also applies best practices for corporate retirement plans. The designation is a symbol of specialized knowledge of fiduciary responsibility within the financial services.
Sarah’s alliance with Retirement Plan Advisory Group (RPAG), aids the projection of the institutional retirement plan mindset onto any retirement plan. This membership is dedicated to the management of employer- sponsored retirement plans.
Sarah earned a Bachelor of Arts in Economics from Hamilton College. She volunteers within the community and is a member of the Hamilton Alumni Association. Outside of work, she enjoys spending time with family and friends, reading, fashion, cooking, and fitness. Sarah resides in Deerfield, New York with her husband, Vincent. |
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