LMC Financial Services

As a client service executive, Sarah is the day to day contact for questions and concerns with retirement plans. She works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider ana... lysis, and strategic employee education. Sarah joined LMC Financial Services in 2018. Prior to joining LMC, Sarah spent 17 years working in the retirement plan business. She has experience in retirement plan design, plan consulting, employee education and retirement plan fiduciary review meetings including investment, expense and general governance review. Sarah earned a Bachelor of Arts degree from Coe College in Cedar Rapids, IA, in 2000. She is an Investment Advisor Representative, and holds the FINRA Series 6 and 7 registrations held through LPL Financial. Her Series 66 is held with LPL Financial and LMC Financial Advisors. Sarah is also Life and Health Licensed in Iowa, Nebraska, and South Dakota. Sarah earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology. As a client service executive, Jeff is the day to day contact for questions and concerns with retirement plans. He works closely with plan sponsors and fiduciaries, guiding them with support for their retirement plan decisions. This includes annual plan reviews, plan design analysis, investment monitoring, plan fee benchmarking, plan provider analysis, and strategic employee education. Jeff joined LMC Financial Services in early 2017 and has been focused on retirement plan business since 2003. Previously, he worked in the small to medium retirement market with one of the nations largest retirement service providers with experience in plan design, plan consulting, investment due diligence, employee education, and retirement plan fiduciary review meetings. In addition, he also worked at a local bank leading their 401(k) ...Read More