Balefire Wealth Welcomes David Serposs, AIF®, as Senior Corporate Solutions Advisor
Balefire Wealth today announced that David Serposs, AIF®, has joined the firm as Senior Corporate Solutions Advisor.
Balefire Wealth Welcomes Sarah Schmitz, C(k)P®, AIF®, CEBS®, RPA®, CPFA®, as Senior Corporate Solutions Advisor
Balefire Wealth, a purpose-driven registered investment adviser serving ultra-high-net-worth families, founders, executives, and institutions nationwide, announced Sarah Schmitz has joined the Balefire Wealth team as a Senior Corporate Solutions Advisor. Schmitz joins from a distinguished career spanning more than 25 years in retirement plan consulting and employee benefits — including senior roles at Principal Financial Group, True North, and Encana Corporation — bringing a 360-degree perspective that few advisors in the country can match.
