Sara Klaessy has over 20 years of experience in the retirement plan services industry – a career she chose because she’s passionate about helping people save for their retirement dreams. In her role with 1834, Sara not only manages and services clients’ retirement plans, but she also helps develop and enhance the overall Retirement Plan Services offering for all 1834’s RPS clients.
Sara prides herself on being a customer champion and her clients have come to rely on her for:
- Simplifying the complex
- Helping them (as plan sponsors) meet their retirement goals for their employees
- Fostering connections and finding solutions
Sara graduated from the University of Northern Iowa with a B.A. in Finance and a minor in Economics. She also has her Certified Plan Fiduciary Advisor (CPFA) designation and Series 65 license.
Passionate about giving back, Sara volunteers at her church, the local food pantry and serves as an Executive Committee member on the University of Northern Iowa’s Finance Council.
Outside of work, she enjoys spending time with family and friends, traveling, attempting to golf and cheering on the Iowa Hawkeyes.