One of the industry’s most respected retirement planning experts has joined a fast-growing national RIA based on culture, client experience and a bold decade-long mission.
Dallas, May 14, 2026–(business telegram)–Belfire Wealth, a purpose-driven registered investment advisor serving ultra-high-net-worth families, founders, executives and institutions nationwide, announced that Sarah Schmitz has joined the Belfire Wealth team as a Senior Corporate Solutions Advisor. Schmitz brings 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.
One of the most widely certified retirement plan advisors in the country, he has spent decades doing the hard work of understanding fiduciary responsibility from every angle – as an advisor, as an employer, and as a trusted partner to plan sponsors. In her new role, she will serve employers, nonprofit organizations and business owners across the country, helping them navigate plan design, fiduciary responsibility and employee financial wellness.
“The firm’s integration across disciplines and the real focus on long-term impact rather than transactional relationships matches the way I work perfectly.”
-Sarah Schmitz
Schmitz’s involvement shows what makes Baelfire different. At a time when many companies are chasing growth at the cost of everything else, Belfire is proving that a national enterprise can lead with intention – ambitious in its decade-long trajectory, unwavering in its commitment to the culture and authentic customer relationships that define it.
“Sarah brings rare life experience, a depth of technical knowledge and a genuine passion for service. She is exactly the kind of advisor we created Belfire to support.”
-Jason Hester, Managing Partner and Co-CEO, Belfire Wealth
About Belfire Wealth: Belfire is a plan-based SEC registered investment advisor that provides integrated wealth management, tax strategy, estate planning and corporate solutions throughout the United States. Built on culture, management and the belief that being better and being bigger are not mutually exclusive. Learn more here balfirewealth.com
Important information about the qualifications and business practices of Balefire, LLC, which should be considered before becoming a client of Balefire or any of its programs, is available in its Form ADV Part 2A Substitute Disclosure Brochure, which is available at BalefireWealth.com, by calling (972) 361-1001, or by emailing Compliance@balefirewealth.com. Additional information about Balefire, its officers, directors and advisors is available on the SEC’s Investment Advisor Public Disclosure website. www.adviserinfo.sec.gov By searching CRD#168733.