Sarah Delaney

Sarah Delaney

Director of Compliance and Fund Operations

Areas of Focus  

  • Private Fund Operations
  • Comprehensive Financial Planning
  • Insurance
  • Estate Planning
  • Tax Strategies
  • Small Business planning
  • Retirement Planning
  • Company Benefits
  • Investment Strategies


Sarah enjoys spending time with her husband, three children and two dogs, watching sunsets over the ocean, a nice bottle of wine or cup of coffee with friends, playing the piano, traveling, and exploring new places, meeting new people, hiking, exercise and anything active. 


  • FINRA Series 7, 65, 63, 66, previous Series 9, 10
  • Life and Health Insurance licensed in the State of Florida and California

Community Involvement

  • The Geneva School
  • Orlando Grace Church
  • Christian HELP
  • Stetson University Alumni
  • St Jude’s Children’s Hospital
  • Leukemia and Lymphoma Society
  • New Missions


  • Bachelor of Science in Political Science and International Relations – Stetson University, DeLand 2007