Balefire Wealth announced the addition of Sarah Schmitz as Senior Corporate Solutions Advisor, bringing more than 25 years of experience in retirement plan consulting and employee benefits to the firm’s growing national platform.
Based in Dallas, Balefire Wealth is a planning-led SEC-registered investment adviser serving ultra-high-net-worth families, founders, executives, and institutions across the United States. The firm said Schmitz’s appointment strengthens its corporate solutions offering for employers, nonprofit organizations, and business owners navigating retirement plan design, fiduciary responsibilities, and employee financial wellness initiatives.
Schmitz joins Balefire after holding senior roles at Principal Financial Group, True North, and Encana Corporation. Her background includes experience working from multiple sides of the retirement plan ecosystem, including consulting, employer leadership, and advising plan sponsors.
Balefire described Schmitz as one of the industry’s most extensively credentialed retirement plan specialists, holding certifications including C(k)P®, AIF®, CEBS®, RPA®, and CPFA®.
The company said the hire reflects its long-term growth strategy centered on scaling nationally while maintaining a strong focus on culture and client relationships. Balefire provides integrated wealth management, tax strategy, estate planning, and corporate solutions services nationwide.
KEY QUOTES:
“The firm’s integration across disciplines and genuine focus on long-term impact rather than transactional relationships aligns perfectly with the way I want to work.”
Sarah Schmitz
“Sarah brings rare lived experience, a depth of technical knowledge, and genuine passion for service. She’s exactly the kind of advisor we built Balefire to support.”
Jason Hester, Managing Partner & Co-CEO, Balefire Wealth
