Chief Executive Officer

Ron is CEO of Lara, Shull & May, LLC. A seasoned and experienced professional, Ron founded Lara, Shull & May, Ltd. in 1981 based on his focus and determination to help clients create and implement a plan to achieve their lifetime goals. Specializing in tax efficient strategies to maximize wealth, his client base extends across the country as well as multi-generations of families.

Striving to supply the tools required to help individuals reach their goals, Ron has co-created two powerful investment strategy tools: The Lifetime Success Solution® and The Retirement Success Solution®. These financial planning programs help clients realize their goals and work from these to form a base plan to achieve them. In 2006, Ron authored the book The Retirement Success Solution® which details the steps necessary to achieve ones retirement goals and offers expertise based on his over 35 years of investment management experience.

In addition to his work helping clients reach their lifetime goals, Ron also manages the U.S. Treasury Bond Management Program as a co-founder of The Lara Group, Ltd. This program is based upon a mathematical model developed by Ron between 1985 and 1986. The Lara Group, Ltd. was formed in 1991 and continues to utilize a proprietary model to provide their clients with a systematic strategy for purchasing U.S. Treasury Bonds.

Ron is a 1968 graduate of the University of Maryland with a Bachelor of Science degree in Civil Engineering. Following his graduation, he served as Assistant District Engineer for Humble Oil and Refining Company until April 1969. He then served in the United States Army from 1969 until April 1971. Following his military service, Ron began his career in the financial services field with a local Washington, DC firm. In 1977, Ron proudly became one of the first designated Certified Financial Planners (CFP) in the Washington, DC area. He used his investment skills and knowledge to establish Lara, Shull & May, Ltd. in 1981. Due to the firm’s success and strong reputation Lara, Shull & May partnered with Focus Financial Partners, LLC in October of 2007 to form Lara, Shull & May, LLC. Focus Financial Partners, LLC, is the leading partnership of independent fiduciary wealth management firms.

Ron’s numerous charitable affiliations include memberships on the Board of Directors for the Fairfax Library Foundation, and Joe Gibbs' Youth for Tomorrow organization.

A native of the Washington, DC metropolitan area, Ron is married with five children and five grandchildren. Among his hobbies, Ron enjoys skiing, flying, tennis and attempting golf.

President, Partner

Frank accepted a partnership at LSM in 1999, when the firm’s founder, E. Ronald Lara, selected him to join and eventually succeed him. Over the past decade, he has maintained a strong focus on building LSM’s outstanding team of client-centric, sophisticated and forward-thinking independent financial advisors.

A successful and trusted wealth management advisor in the Washington area for more than 15 years, Frank understands the importance of building solid, long-term relationships with clients and providing them with exceptional financial guidance and service. His broad knowledge of current markets and the very unique challenges presented to wealthy individuals have been key in managing his clients’ assets and preserving their way of life after retirement.

Prior to joining LSM, Frank spent three years as an insurance and investment advisor for New England Securities where he consistently qualified for the firm’s prestigious President’s Club. In 1994, Frank was recruited by the Holleman Companies of Bethesda Maryland and spent four years under the mentorship of Vernon Holleman, Sr. In 1997, Frank was awarded the Dalbar Seal for Financial Professionals. He was named a Fidelity Advisory Council Member in 1999.

After joining LSM, Frank was named one of America’s Best Financial Planners for 2005-2006 by the Consumer Research Council of America. The following year, he was honored to become a Member of the Morningstar Advisory Board. In 2009, Frank was approved as an NFLPA Registered Player Financial Advisor.

A 1991 graduate of the University of Maryland, Frank believes in giving back to his community. He currently serves as a member of the Finance Committee for Our Lady of Mercy Church in Bethesda, MD and is also on the Board of Directors for The Primary Day School in Bethesda. He is an avid Terp Fan and dedicated member of the University of Maryland Terrapin Club. He is also a member of Columbia Country Club in Chevy Chase, MD.

Frank is married and has two children. He enjoys hunting, fishing, skiing, live music and spending time at the beach with his family.

Chief Administrative Officer, CCO

A 1994 graduate of the University of Rhode Island with a Bachelor of Science in Marketing, Jennifer specialized in product development and marketing in manufacturing.

Jennifer joined Lara, Shull & May in 2000 bringing years of product development and marketing experience. Through the years she has taken on many responsibilites in firm operations, administration, compliance and human resources. She is the Chief Administrative Officer and Chief Compliance Officer. She holds her series 6, 7, 24 and 28 securities licenses along with the 63 and 65 state licenses. She also serves as the alternate financial operations principal (FINOP).

Chief Financial Officer

Scott Walker joined LSM in August 2009 to oversee corporate tax and accounting activities, insurance appointments, contracts and vendor relations. Prior to working for LSM, Scott was employed by Ernst & Young where he worked in financial services as an auditor.

A graduate of Wake Forest University, Scott holds a MA in Finance and MS in Accountancy. His interests include cooking, golf, basketball and spending time with friends and family.

First Vice President, Branch Manager

Ryan joined Lara, Shull & May (LSM) in 2004 and moved to Colorado in the spring of 2005 to expand the operations of the firm in this area. As manager of the Frisco, CO office, Ryan played an integral role in developing this LSM branch into the premiere financial firm in the Colorado Rocky Mountain region, servicing Eagle County, Summit County, Edwards and Steamboat Springs, as well as clients across the country. Having achieved the designation of CFP® in March 2007, Ryan combined this expertise with his CPA background and his experience as a wealth management advisor to provide comprehensive and knowledgeable wealth management services to his clients. Ryan is now the Branch Manager for an Austin, Texas based office in the process of expansion.

“Wealth Management, at its core, is the integration of a multitude of separate disciplines to achieve two primary goals… financial freedom and lifetime achievement.” Ryan has put this guiding principal into practice through his comprehensive planning process. Utilizing the Success Solution® series for his clients, Ryan integrates the time-tested financial planning processes of Lara, Shull & May with an in-depth understanding of his clients’ goals to provide creative and prudent planning to each of his clients.

Prior to joining Lara, Shull & May, Ryan spent five years at Ernst & Young, LLP (E&Y). At E&Y, Ryan worked in the firm's Transaction Advisory Services (TAS) group, where he advised private equity firms on multi-billion dollar acquisitions. As a member of the TAS group, Ryan performed financial, operational and accounting due diligence.

Ryan actively participates in a number of charities, including The Leukemia Lymphoma Society, Habitat for Humanity, and Hoops for the Homeless. His hobbies include triathlon, snowboarding, golfing and just about anything outdoors.

Branch Manager - Frisco, CO

In 1997, after graduating with an Associates degree in accounting, Sharon moved from Wisconsin to Colorado. She then started her career in the securities business while working as an administrative assistant to a Certified Financial Planner. She found herself taking on more education by completing the Registered Para planner designation, series 6, 7, 66 and 24 FINRA exams, life and health insurance licenses. Sharon started with the Lara, Shull & May in 2005. She helped grow the Frisco, Colorado operations into a premiere wealth management firm serving clients in Summit County and the surrounding areas. Her outstanding level of client relations and knowledge of the industry is evident in her loyal client base. She is currently the Branch Manager of the Frisco, Colorado branch.

Wealth Management Advisor

Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients that of a "personal CFO". Working with successful individuals and families who seek personalized financial advice, Curtis strives to be a "trusted resource" focused on providing customized solutions suitable to clients unique needs.

Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at Lara, Shull and May, LLC, he strives to provide guidance in retirement, college education, business and investment planning.

In February 2009 Curtis joined Lara, Shull & May following nearly four years as a financial advisor at Ameriprise Financial. A graduate of James Madison University with a B.B.A. Business and concentration in Finance, Curtis is also a graduate of Georgetown University School of Continuing Studies, from which he earned an Executive Certificate in Financial Planning. Additionally, Curtis holds Series 7, Series 66, Life and Health Insurance licenses, and is a Chartered Retirement Planning Counselor® and a Certified Financial Planner®.

Curtis is a native of Great Barrington, Massachusetts with strong ties to the Berkshires and the greater Washington DC area. Curtis and his wife, Jennifer, live in Centreville, Virginia with their beagle, Kylie.

For information on the CRPC designation visit www.cffpinfo.com.

Senior Vice President, Wealth Management

Paul Corley comes to LSM following 8.5 years working as a portfolio manager and financial planning specialist at Smith Barney, and over eleven years in the industry managing client portfolios. He has in-depth experience in portfolio management and asset allocation with a specialization in corporate benefits and retirement planning.

Prior to entering the wealth management arena, Paul spent 16 years in human resource management in the public and private sectors working directly with a variety of corporate and public retirement plans.

"My interest in planning and investing began while working as a human resources manager in the early 80's. I discovered that the overwhelming majority of retirement plan participants had little or no experience identifying their goals, managing their investment plans or designing investment strategies that fit their goals. Realizing this, my staff and I began addressing this by selecting a new custodian and advisor that would be available to consult with employees and their families. I couldn't believe how our employees flocked to this service. The end result was a higher participation rate, greater understanding of the program benefits, investment selections targeted to retirement goals, and an increase in goodwill for the employer."

In working with LSM, Paul says, "The firm's proprietary financial tools and vast resources provide just what I need to help illustrate for clients a clear and measurable path to reaching their goals. It is a big incentive when you can have a clear picture of where you are going."

Following the attacks of September 11, Paul was instrumental in organizing a support group to provide assistance to the victims and families affected by the attack of the U.S. Pentagon. He cites this as one of the most significant and personally moving experiences of his life.

Paul, his wife Denise, currently a US Army Colonel assigned to the Pentagon, and 6-year-old twins Cole and Megan reside in Springfield, VA. Their older son, Brent is a senior political science major at the University of Oklahoma. Paul most enjoys coaching, golfing, fishing, hunting and attending family events.

Wealth Management Advisor, Protected Tomorrows™ Advocate

A 1996 graduate of Virginia's own Hampden-Sydney College with a degree in Political Science, T.J. joined Lara, Shull & May in August of 2000. TJ has dedicated his career to helping his clients accumulate their wealth, as well as, preserving their wealth in retirement. His focus, discipline and dedication to his clients are what have helped him build a successful practice and become one of Northern Virginia’s top financial planners.

In his first year with Lara, Shull & May, T.J. was named an Elite Advisor for his outstanding achievements as a leader in the financial services profession by Alliance Capital and subsequently in 2001, 2002, and 2003. In 2003, T.J. was named to the All-American Team, in recognition of his financial expertise and his dedication to the principles of sound investing, by American Funds. In 2008, TJ was recognized in New York by Reuters as a TOP ADVISER 2008. This award as a TOP ADVISER 2008 is based on a rigorous quantitative analysis of factors including growth of assets under management and growth of average assets per client relative to his peers. TJ was featured in 2007 in REP. Magazine (a financial advisor trade magazine) as high net worth individual’s adviser of choice. He has also been featured in several magazines for his work with families who have Special Needs children.

T.J. addresses his client's fears, goals and aspirations to help them build a successful plan toward reaching their goals. He is a firm believer that, “Clients don’t care how much you know, until they know how much you care.” This practice has lead to a loyal clientele and referrals. For his clients with a minimum investment of $250,000 TJ sends a quarterly goal sheet to clients showing their current investments compared with their stated retirement goals. The goal sheet measures the client's returns on a quarterly, annual, and cumulative basis. In June 2005 T.J. was selected as the Washington D.C. area’s first Protected Tomorrows™ Advocate and joins the Protected Tomorrows™ international network of elite independent advisors helping families plan for their special needs children’s future. Since 2005, TJ has been an exhibitor at the Mclean Bible Church ACCESSIBILITY SUMMIT. He has also been an exhibitor at the ARC Conference each year. TJ was chosen to give a workshop at the 2008 ACCESSIBLITY SUMMIT titled, “Creating the future care plan for your family member with a Special Need.” TJ has long worked in the special needs arena volunteering for different organizations for the past 15 years. A native of McLean, VA, T.J. attended Langley High School and did his prep year at Blair Academy in N.J. He has a passion for travel, music and sports. He has traveled extensively through Europe, the Middle East and parts of Africa and spent 1 year living in Greece. In his free time, he is a volunteer assistant coach for the Langley high school boy’s lacrosse team. TJ has been a member of his church since 1991 and regularly attends a men’s bible study.

Wealth Management Advisor

Rick Gow comes to LSM from Morgan Stanley’s Global Wealth Management Group where he focused on providing clients with wealth building and retirement strategies that incorporate both income generation and principal protection. His areas of expertise include comprehensive financial planning, trust, estate & wealth transfer planning, retirement income planning, college planning, credit & lending, business finance and life, long-term care & disability insurance services.

Working with affluent individuals across the country, Rick established relationships with his firm’s Investment Banking and Private Equity Divisions to offer clients opportunities to invest in projects such as hotel construction, stadium financing and business expansion both domestically and internationally.

In making the move to LSM, Rick expresses a great deal of enthusiasm about the firm’s independent model.

“By joining LSM I feel I have found a firm that matches my client’s beliefs in that they fully understand that there is much more to personal wealth management than just managing a portfolio of investments.”

As a native Virginian, Rick attended Northern Virginia Community College studying Architecture and then George Mason University studying Government and Politics. He spent much of his early career in the technology industry before entering the wealth management arena. He is a licensed insurance agent (Life, Health, LTC, Disability & Annuities) and holds his FINRA Series 7, 31 and 66 licenses.

Rick has been involved in a wide variety of community service and professional associations throughout his career. Presently, he is active as: President of Northern Virginia Professional Associates, Special Events Coordinator for The Virginia Gold Cup Association, President of Bannockburn HOA and Chairman of Architectural Review Board, Secretary/Treasurer of Business Networking International Falls Church Chapter, Member of Manchester’s Who Who. Red Cross Blood Drives, USO, DC Creative Writing Workshop, Falls Church Education Foundation and Susan G. Komen Breast Cancer Foundation.

Formerly, he served as Director on the Northern Virginia Community College Educational Foundation Board of Directors. He was also a member of the Nominations, Finance and Programs Committees.

As a student, Rick was a Recipient of the Outstanding Service Award by President, Dr. Richard Ernst of NVCC. He was President and Treasurer of the NVCC Alumni Federation and Member-at-large of Phi Theta Kappa Honor Society. While attending George Mason he was a recipient of the Service Recognition Award from the Dept. of Public Affairs and President and Vice-President of Pi Sigma Alpha Honor Society, GMU Chapter.

In service to his country, Rick was a Sergeant as an Antitank Section Leader and Urban Warfare Special Operations in the Virginia Army National Guard, ‘84-‘90.

Senior Vice President, Wealth Management

Beth Levine is Senior Vice President of Wealth Management at Lara, Shull & May, LLC. She currently manages over $90 million in assets. She has a solid base of high net worth clients as well as a unique specialization in working with condominium and homeowners associations in the Washington, DC Metropolitan Area.

Concentrating in fixed income markets including FDIC certificates of deposit, tax-free bonds, treasury bills and notes, Beth takes great pride in her proactive approach and overall responsiveness to clients.

Beth is a licensed life insurance and lon-term care agent and holds her FINRA Series 7, 63, and 65.

In her free time, Beth enjoys spending time with her family, playing golf and tennis.

Wealth Management Advisor

Greg joined Lara, Shull & May in January of 2008, and is a graduate of the University of Virginia, where he was an Echols Scholar and graduated with a Bachelor of the Arts in Economics. He previously worked as a financial advisor at both Ameriprise and Merrill Lynch & Co., and holds Series 7 and 66 licenses. Greg holds a Certificate in Financial Planning from Georgetown University and is a Certified Financial Planner(CFP®).

Greg currently works with the Shull and O'Brien advior teams. Greg is well versed in all areas of financial planning, however, his main focus is on retirement and tax planning and helping to guide clients through the retirement process.

A Northern Virginia native, Greg attended high school at Thomas Jefferson High School for Science and Technology, and currently resides in Annadale, VA. He enjoys biking, traveling, reading and skiing.

Senior Vice President, Wealth Management

After a successful position as executive vice president and financial planner at MANNA Financial planning Corp for 10 years, Jack then joined LSM in 1989 where he currently serves as a principal and Senior Wealth Management Advisor. In 1982, he realized financial planning was the best way to service his clients and became one of the early recipients of the Certified Financial planner (CFP®) designation. As the financial planning profession was growing, Jack taught the CFP® course at George Washing University for 10 years and was President and Chair of the Northern Virginia Society of the Institute of Certified Financial Planners, a professional organization. At LSM Jack enjoys working with families, individuals and businesses. He specializes in retirement planning, including wealth, income and tax planning. He has built his practice at LSM through his expertise and in-depth knowledge of the financial services industry. His commentary has appeared in newspapers, including the Post, magazines, TV and the book. “How To Retire Happy” by author Stan Hinden - where he contributed to the chapter on producing retirement income. He is known around the DC Metropolitan area for his “Fridays with Jack” educational luncheons, which started just after 9/11, and “Conference Calls with Jack” calls to discuss timely economic or investment ideas. On Mondays, he publishes his Economic Update, a newsletter discussing the prior week’s economic activities and what it means to his clients. A graduate of Duke University, Jack is an avid Blue Devils fan and especially enjoyed their 2010 basketball and lacrosse NCAA championships. He has been active in the Falls Church Chamber and was Chair of the Merrifield Business Association. In his spare time, he enjoys playing golf, shooting hoops, growing vegetables (to make homemade salsa) and watching daughter Allison ride her horse in shows. Jack is married to Lea, 25th anniversary this year, has a daughter, Allison, and enjoys throwing the ball to his dogs.

Wealth Management Advisor

Mark McKaig joined Lara, Shull & May in 2002 and is a key member of Frank Shull’s wealth management team. A graduate of the University of Hartford with a BA in Political Science and History, Mark currently holds his Series 7 and 66 securities licenses as well as a General Securities Principal’s license (Series 24.)

Working with individuals, families and small business owners, Mark takes his commitment to his clients very seriously. He cites honesty, top-level service and open communication as his highest priorities.

“I enjoy being part of a highly experienced team that is willing to work with clients to discover their lifetime goals and aspirations,” Mark explains. “By helping to identify financial threats and understanding each individual’s risk tolerance, we are able to help our clients develop short and long term financial strategies that are realistic and consistent with their long-term goals.”

Prior to entering the financial services field, Mark worked on legislative and regulatory issues for a number of organizations including the United States Senate and a national law firm. Born and raised in the Washington, DC area, Mark resides in Bethesda, Maryland with his wife and four children. He is actively involved in youth athletics, coaches several teams and enjoys reading, outdoor activities and participating in triathlons.

Broker Representative

Doug McPherson joined LSM as a Broker Agent in 2009 and continues to operate as president of McPHERSON ENTERPRISES, LLC, an affiliate that provides financial guidance exclusively to construction and aggregate company owners.

Doug has over forty years of experience in financial counseling and, as a recognized estate and tax planning authority in the construction consulting field, he has spoken at local, regional and national construction and surety conferences, as well as private corporate seminars.

Doug has written extensively relative to creative capital structuring and continuity planning, and is the creator of THE McPHERSON SM CRITICAL PATH PROCESS, a structured process to define and achieve personal vision. The four components of the program are directly focused on the needs of construction and aggregate company owners with major emphasis on the development of their management and equity succession processes. He is on the advisory board of Thomson Reuters JOURNAL OF CONSTRUCTION ACCOUNTING AND TAXATION.

He is also a contributing author to CONSTRUCTION INSURANCE, BONDING, & RISK MANAGEMENT, The McGraw-Hill CONSTRUCTION BUSINESS HANDBOOK, Second Edition, and numerous construction industry publications and newsletters.

Operations Manager Virginia Office

Wealth Management Advisor

A vital member of Ron Lara’s wealth management team, Sterling Neblett joined Lara, Shull & May, LLC in January of 2007. In that same year, Sterling earned an Executive Certificate in Financial Planning after completing a rigorous 9-month continuing education study at Georgetown University. He is a Certified Financial Planner® and currently holds his Series 63, Series 66, Series 7, Life and Health Insurance licenses.

Sterling is a member of LSM’s Investment Committee and is responsible for investment analysis and selection for his team. This includes investment research and recommendations, portfolio construction, client communication and solution analysis.

In addition to working with Ron Lara’s team, Sterling manages his own growing client base, specializing in retirement and estate planning as well as investments and insurance. He is most enthusiastic about opportunities for professional growth at LSM. “At Lara, Shull & May, we truly differentiate ourselves by integrating the tax planning with the investment planning and provide unique creative solutions to assist our clients in reaching their goals.”

Sterling is a 2005 graduate of James Madison University with a Bachelor of Business Administration in Finance and International Business. Prior to joining LSM, Sterling worked as a Financial Advisor with NYLIFE Securities, Inc. where he achieved Executive Council in his first year of employment.

Sterling currently resides in Falls Church with his wife. He enjoys traveling, playing tennis, snowboarding, biking, running and golfing. He is also President of the Robert Baskervill Neblett Jr. Foundation for Pancreatic Cancer and volunteers as an instructor for investment-related courses for the Fairfax County Adult Community and Education.

Senior Vice President, Wealth Management

Following a long and successful tenure as First Vice President at Smith Barney, Steve O’Brien joined Lara, Shull & May, LLC with more than 27 years of experience in wealth management. Steve’s comprehensive knowledge of the financial markets, strong ties to his clients and community, and outstanding leadership abilities make him a wonderful addition to the LSM team.

Prior to entering the wealth management arena, Steve worked as an environmental planner. Close to completing his first decade in that profession, he started to wonder if he would be more satisfied following in his grandfather’s footsteps. Steve’s grandfather had started a brokerage firm in the 1920’s. Years later, his grandson was drawn to the idea of building a career that allowed him to work with people and help them reach their financial and lifetime goals.

What attracted Steve to LSM was the firm’s breadth of investment management solutions, their strong financial planning tools, and the character of the owners. Today, Steve’s client base includes families, individuals, corporations and non-profit organizations. He specializes in retirement planning, income generation in retirement and wealth transfer planning for business owners, senior executives and other professionals.

“Working as a wealth management advisor has allowed me to build on my strengths. I very much enjoy taking the time to listen and learn about my clients’ unique situations so I am more fully equipped to provide customized strategies that address their financial and personal concerns.”

Steve continues to give back to his community through charity golf tournaments. He serves on the Executive Committee for tournaments supporting Fellowship of Christian Athletes in Northern Virginia and the Community Coalition for Haiti.

Steve grew up in New York and attended Notre Dame and the University of Michigan. He has been married for 33 years and has two grown children. He most enjoys golf, travel and biking.

Wealth Management Advisor

A member of Ron Lara’s Wealth Management Team, Wendy Payne plays a key role in managing over $250 million in assets. Wendy joined Lara, Shull & May, LLC in January 2007. With over 11 years of experience in the securities industry, clients appreciate Wendy’s being attuned to their individual needs as well as providing continuous stellar service. Wendy holds her Series 6, Series 7, Series 63, Series 65 and Life & Health insurance licenses.

Wendy is also a Certified Senior Advisor (CSA)*. She understands how to build and maintain effective relationships with seniors because of her broad-based knowledge of the health, social and financial issues that are important to seniors, and the dynamics of how these factors work together in seniors’ lives.

Wendy also manages her own growing client base, specializing in working with widows, divorcees, and other women who suddenly find themselves responsible for financial decisions for the first time in their lives. She has developed a thorough process that guides individuals through their individual life stage transition. Wendy provides holistic, customized wealth management solutions to her clients. Her passion is to help her clients gain financial empowerment through the insight and education offered by Wendy. Wendy’s clients find her empathy and personal care both comforting and valuable.

“I believe that the key to success for my client’s financial and lifetime goals is dependent upon truly getting to know my clients. This enables me to act in unison with their other advisors and to better anticipate upcoming needs and act accordingly in their best interest. My clients appreciate my pro-active approach in the client-advisor relationship.”

Wendy is enthusiastic about the opportunities for professional growth at Lara, Shull & May, LLC. “We truly set ourselves apart from others in the industry by integrating tax planning with investment planning and providing holistic planning with unique and creative solutions to assist our clients in reaching their goals.”

Wendy resides in Lovettsville, Virginia with her husband, children and three dogs. She is actively involved and volunteers within her community. Wendy also volunteers as an instructor for investment-related courses for the Fairfax County Adult Community and Education. She enjoys spending time with her family, scrapbooking, card making, dancing, music, writing, traveling, and improving her gardening skills.

*CSA designation is issued by the Society of Certified Senior Advisors. For more information visit www.csa-csa.com.

Client Services Associate

Sarah joined LSM in October 2011 as a client services associate. Prior to LSM, Sarah spent 5 years as an Account Manager with John Hancock Retirement plan services helping to educate business owners in the Texas region on their 401K plans and benefits. Primarily based in the Austin and San Antonio area, Sarah helped her clients develop strategies for saving and investing for retirement and performed annual contract reviews to determine the health of her client’s 401K plans. Partnering with top tier advisors, Sarah serviced their client’s retirement needs and helped grow their business by providing educational seminars and developing business relationships. A 2000 graduate from Texas A&M University, Sarah holds a bachelor’s degree in international business and is fluent in Spanish. She holds her series 6, 7, 63 and life and health insurance licenses. She brings a well balanced background in sales, marketing and account management that she will utilize to grow the LSM Austin office. Sarah is married with one daughter and her interests include world travel, food, hiking and spending time outdoors and at the beach.