As independent retirement plan advisors, we are with you every step of the way, and we are just as committed to your long-term success as you are. Our plan experience and on-going consultative approach means you have access to a trusted advisor.
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 analysis, and strategic employee education.
Background
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.
Education
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.
Background
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 nation’s 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) division.
Education
Jeff earned his Bachelor of Science in Finance from Iowa State University in 2002. He is an Investment Advisor Representative and holds the FINRA Series 7 and 63 registrations held through LPL Financial. His Series 66 is held with LPL Financial and LMC Financial Advisors. Additionally, he is Life and Health Licensed in Iowa and Nebraska.
Jeff earned the AIF® designation in 2019. Attainment of the AIF designation demonstrates understanding of the Prudent Practices® and methodology.
In his free time, Jeff enjoys coaching his daughters’ softball teams, volunteering, bicycling, running, and is a fisherman.
With over 20 years in the investment/financial services industry, Jayne’s experience allows her to help individuals and businesses with financial services, including: tax-smart investing, financial coaching, retirement planning, insurance, and long-term care.
Jayne also 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.
Jayne holds the Certified Fund Specialist (CFS) designation through the Institute of Business and Finance; the Certified Trust and Financial Advisor (CTFA) designation through Cannon Financial Institute, which enhances the planning needed for better overall Estate Planning; and the Certified Plan Fiduciary Advisor (CPFA) credential, which demonstrates knowledge, expertise, and commitment to working with retirement plans.
With over 10 years in the investment/financial services industry, Chris’s experience allows him to work closely with individuals and participants assessing their financial risks and planning for their future.
Chris also works closely with plan sponsors, 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.
Chris earned the AIF® (Accredited Investment Fiduciary) designation and currently holds licenses in the following areas
As director of marketing, Jenny is responsible for our marketing and communication efforts. Her strong conceptual skills and years of marketing experience are used to drive plan outcomes through employee communication and education. Jenny has daily oversight of multiple websites, social media, and written and video content.
Background
Jenny has more than 15 years of marketing and communication experience in insurance, employee benefits, and financial services. A veteran graphic designer, she has created and designed numerous websites, logos, brochures, and reports.
Education
Jenny earned a BA in Business Management and Communication from Concordia University Wisconsin. She is also Life and Health Licensed in Wisconsin.
