Sarah Lorenz brings more than 20 years of experience working with 401(k) plans and retirement programs. She chose a career in financial services because she enjoys helping people better understand their options and prepare for the future with confidence. As a Retirement Plan Consultant with 1834 Investment Advisors, Sarah works closely with plan sponsors and participants, providing education, support, and guidance to help them navigate retirement plan decisions and pursue their long-term goals.
Throughout her career, Sarah has developed extensive experience helping organizations and individuals understand the complexities of retirement plans. Her background in the retirement plan industry has given her a deep appreciation for the impact thoughtful planning and education can have on helping people prepare for retirement with confidence.
Sarah is known for her:
- Relationship-Driven Approach – Sarah is passionate about building meaningful, long-term relationships and creating a personalized client experience rooted in trust, understanding, and responsiveness.
- Project Leadership – She has a proven track record of managing complex initiatives, coordinating across teams, and ensuring projects move seamlessly from planning through implementation.
- Communication Skills – Sarah excels at listening carefully, understanding client needs, and communicating clearly with clients, colleagues, and strategic partners to help support informed decision-making.
Sarah holds the Qualified 401(k) Administrator (QKA), Associate in Insurance Services (AIS), and Certified Plan Fiduciary Advisor (CPFA) designations. Her commitment to professional development reflects her dedication to serving retirement plan clients with expertise, integrity, and care.
Outside of work, Sarah enjoys spending time outdoors kayaking, hiking, and traveling with her family. She and her husband stay busy keeping up with their three teenagers and enjoy all that Wisconsin's seasons have to offer, especially its snowy winters. Sarah and her family live in a wooded setting where they enjoy observing local wildlife, and they share a passion for great food, good wine, and evenings spent around the fire. She is also actively involved in her community through volunteer work with the American Red Cross.