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Sarah Delacey

Sarah Delacey

Client Operations Manager

Sarah joined our firm in 2013 and serves as a Client Operations Manager to our 401(k) Consulting and Individual Financial Consulting clients.  She oversees many of our internal operations and marketing initiatives, as well as assists with the day-to-day happenings of our clients, plans our service-points throughout the year, and prepares plan reviews and deliverables.  

Sarah is a graduate of the University of Virginia where she earned a B.A. in History. After college, she spent several years working as an assistant registrar for a private university in Richmond, VA before moving back home to Hampton Roads and beginning her career in the financial services industry.


  • Retirement Plan Fundamentals (RPF) certificate, Parts 1 & 2 – American Society of Pension Professionals and Actuaries (ASPPA)