About Sarah

Sarah Simoneaux is the founder and president of Simoneaux Consulting Services. SCS specializes in helping financial services firms with strategic planning, recruiting and retaining nextgen employees, communication and presentation skill training and management best practices. SCS’s nationwide customer base includes employee benefit consulting firms, retirement plan recordkeepers, financial advisors and broker dealers.

Sarah served as President of ASPPA in 2005-2006. She created and served as the ASPPA Educational Programs Advocate. She is the author of the textbook, Retirement Plan Consulting for Financial Professionals, and is the author of the NAPA Certified Plan Fiduciary Advisor (CPFA) online course. She created and conducts educational boot-camps for candidates for the NAPA CPFA and ASPPA QKA credentials.   

When Sarah speaks to financial services groups, she specializes in weaving story-telling into technical ERISA and tax topics, capturing opportunities from government threats and attracting, training and retaining the next generation of ERISA professionals in retirement services.

Sarah’s personal passion is coaching high school debate, and in her post-retirement career, she envisions starting a speech and debate-centered high school for at-risk young people in New Orleans. Her husband, Peter, is hoping that his command of six languages will entice her to travel overseas. Her adult children living in NYC hope her travels only occasionally take her to Manhattan. 

Contact Sarah

Simoneaux Consulting Services

160 Lochmere Drive, Mandeville, Louisiana 70471, United States

(985) 210-2406