Sarah L Volling- 3400 Malone Dr.

Atlanta, GA 30341 (C):(678)438-3341 Objective Be a part of a team and encouraging pursuit of passion Seeking a dynamic position with a global leader and DREAM TEAM made up of the la rger than life convictions in the Insurance, Asset Management, and Financial Ser vices industry requiring a proven leader, value-based relationship developer & m anager, creative innovator in leveraging resources, an IMPACT presenter, effecti ve communicator, and driven financial professional. Both qualified in sales and management, the position must allow me to utilize and largely expand upon my ski lls and experience over the past decade advising advisors and advocating profess ional teams of problem solvers and encouraging innovation and passion to best ma intain and grow quality client/advisor relationships that result in referral bas ed clientele. Profile ______________________________________________________________________ Driven Sales & Marketing Professional, and Accomplished Private Wealth Manager & Business Succession Consultant offering proven success in all phases of sales t o the highest extent of any one individual; account & territory development, hig h impact sales presentations, relationship building, account management, custome r needs assessment, and revenue increasing strategies. Build and maintain optima l relationships with a common belief client base to increase market presence. Co nsistently achieve strong record of outperforming sales quotas, developing new b usiness and strengthening customer relationships. I am always thinking outside o f the box to see people succeed in the dreams w/ creative sales solutions focusi ng on cash flow maximization and tax minimization strategies. I possess solid an alytical, strategic, written and verbal communication skills with keen abilities in team-building, planning, goal setting, strategy identification & implementat ion with innovative and persistent follow-up Skills Summary _________________________________________________________________ ____ ? Securities Licensed: (CRD: 4632986) Series 7, 66, 26 ? Insurance License: Life, Health & Sickness, Variable, (Long Term Care) ? Diplomatic Leader & Team Advocate ? Mentor/Coach/ trainer to top-performing licensed bankers ? Deliver high-impact presentations to large or small audiences and C-level exec utives ? Market Analysis and Growth Opportunity Identification ? Strategic Consulting to Mid-size Companies ? Accomplished Sales and Marketing techniques ? Financial Freedom, Quality of Life & Legacy Planning for Individuals and Famil ies ? Innovative Communicative Styles ? Relationship Management and Growth ? Cash Flow Analysis and Net Income Maximization ? Strategy-based Solutions emphasizing B2B Sales Professional Accomplishments & Rewards _________________________________________ _________________________ ? 10+ years experience in the Financial Services industry being awarded position s and opportunities through demonstrated passion and persistent follow up effort s with best in class firms such as Coca Cola Enterprises, Merrill Lynch, and Sun Trust Investment Services on both Private Wealth Teams serving corporate executi ves and business owners, and also Retail & Branch banking in and to the most aff luent area of Georgia. ? Most Valuable Team Member- Merrill Lynch- awarded by Senior Management ? Identified, coordinated and facilitated the largest insurance sale for SunTrus t Bank eliminating a $60k annual premium and increasing the death benefit by $50 0k for an individual family in 2008 generating over $395,000 in gross revenues f or the bank ? Was in top 5 advisors in Retail STIS channel for 2008 & 2009 for investment an

d insurance sales and always in top 10 for partnership with retail bank Licensed Bankers, Business Bankers, and all lines of banking management. Was offered car eer positions with large up front compensation and base salaries at Smith Barney , AXA Equitable, Guardian, Merrill Lynch and Penn Mutual in 2010 before going in dependent. ? Most recently consulted to 2 businesses with over $20MM in annual revenues on risk management opportunities which resulted in increases on revenue for the com pany on average 20% and lower taxes for the shareholders on average 20% , and pr ovide earlier retirement on average 5 years before current projections not accou nting for or managing and minimizing costs of risk. Comprehensive You, LLC January 2011 Current President & OwnerPrivate Wealth, Business Succession, and Risk Management Consultant A Private Wealth Management & Business Succession Consulting firm with an expert ise in Strategic Marketing delivering the most advanced, exclusive, sophisticate d, and fully diversified strategies and investment portfolios critical to an ind ividual, family or businesses success. Our mission is to provide personalized st rategies and relate those strategies to you with understanding and in an ABCSimp le manner unique to your experience ? We redefine the mission, vision, and objectives of each group, and also identi fy core skills for each group that provides competitive advantage while outsourc ing non-core skills or transferring them to another alliance partner. Our goal i s managing risk, controlling costs, and best positioning ability to manage profi tability through current and future economic cycles independent of what others e xperience. ? Comprehensive you has developed a niche market with Doctors Groups as well as Banking and Professional Service organizations consulting on Risk Management Sol utions largely incorporating life insurance and annuities as need-based product solutions. ABCs Invest, LLC July 2011 Present Owner & Technology Developer ABCSimple Invest (Patent Pending) is a Methodology communicated through DigIT, T he Digital Investment Strategy Doctor Financial Planning Software personally des igned and developed ? The first strategy-based financial planning software that is both interactive and empathetic in communications. It is designed to ignite imagination and encou rage advancement no matter current financial position giving ABCSimple yet conci se instructions in each area of health wealth and quality of life ? It shows you the way and you accountably sign off to opt out of your best ? Working prototype and software package developed through partnership with Goog le, Oracle and others integrating Microsoft Office Professional, Project Manager , and Visio alongside Adobe CS5.5 Premium, exclusive memberships, and widgets fr om over 350 websites and web-based software packages Current Company Affiliations: January 2011-Current _____________________________ _____________________________ Independent Broker/Dealer Hornor Townsend & Kent? 100% unbiased and open architecture platform with no proprietary products of H TK. Clients are provided comprehensive Fee-Based Plans, Liquidity with better re turns, 100% diversified investment, banking, and insurance institution protectio n and Active Investment Portfolio Management with guaranteed minimum returns and uncapped investment performance ? Investment Advisor & Registered representative of and securities are offered t hrough Hornor, Townsend & Kent, Inc. (HTK), Registered Investment Advisor, membe r FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044, (215) 957-7300. Comprehensive You, LLC and ABCSimple Invest, LLC are independent of Hornor Townsend & Kent. E-Money Advisor/ Wealth & Business Consultant ? Unified Management account that takes the standard understanding of consulting to an entirely different level. I create incredible unique brand recognition an d propose value overseeing, managing and consulting on a clients assets, liabili ties, and perk systems collaboratively online with CPAs, attorneys, and other ad

visors THE CLIENT CHOOSES WHOM TO GIVE ACCESS with no account numbers displayed at the most encrypted area of the clients personal online website. Only account numbers to be possibly seen would be on documents found embedded in a an additio nally encrypted and embedded vault for digitally uploading all critical document s, verbal wishes, and investment policy statements that involve a clients financ ial success in accumulation, distribution and transfer stages in lifecycle. Addi tional value to clients is minimizing legal and tax fees. It was understanding t he missing components of this system that I developed a planning software that w as different to none by partnering with, learning from the CPAs attorneys and in dustry experts on missing components, and then analyzing the finding in a collab orative way that makes sense. Penn Mutual- Non-captive Agent ? Non-captive & General Agent of Penn Mutual. Penn Mutual is one of the first an d remaining mutual insurance companies with a superior team of accredited tax an d legal experts in charitable giving, lifestyle investing, business succession s trategies, and for both individuals and closely held businesses. MacNamee Group- Non- captive Agent ? Insurance brokerage firm giving me access to product experts for over 65 quali ty-rated insurance companies with multiple policies at each company for diversif ication and to insure the absolute best and most unbiased solution for the clien t. Game Plan Financial ? Innovative, strategic & ABCSimple case design ? Field Marketing Organization and alliance partner for generating product speci fic needs based solutions and leads for increasing life insurance, immediate, fi xed rate, & index-linked annuity revenue to the firm. Employment History _____________________________________________________________ _______________________ SunTrust Investment Services January 2008 December 2010 Financial Advisor/ Investment Consultant Retail Banking/ Buckhead/Brookhaven/Piedmont Center/Chastain Square Advocate ? Financial Advisor and internal/advocate partner to 5 of the most affluent and largest deposit retail banking branches in Georgia where responsible for the sup ervision (Series 26), training and development of 7 licensed bankers (LBs) and 3 business bankers, who were always ranked in the top 15% of their peers ? Empathetic Communicator & Team Player best demonstrated through the mutually b eneficial lead generation from over 50 employees to me for investment opportunit ies and from me to the branch for personal and business loans, mortgages, credit cards, new checking, savings and deposit accounts. o My first year of production I was in top 5 of SunTrust Investment Services Adv isors generating over $300k in investment revenues with a total of $463,000 in t otal revenues credited to my compensation ? As a team, generated over 100 in-force policy reviews through encouraging fron t-end partners in the retail branches to empathize with clients of the bank and extend courtesy of an insurance review after the crash of 2008 ? Generated over $5MM in new investment assets, over $8MM in new deposits, over $1MM in new lines of credit and over 100 quality prospect leads that have either capitalized to date or are within 1 year of close. SunTrust Investment Services March 2004 January 2008 Private Financial Advisor & Junior Partner Entrepreneur Private Banking/Corporate & Investment Banking Advocate ? Junior partner to a 15+ year Financial Advisor/Business Development veteran of the trust department of SunTrust Bank ? Investment & Product Specialist on a team responsible for servicing and growin g over $120MM in investment assets under management with over 300 client relatio nships total on the team ? Relationship & Investment manager to designated 175 of the 300 households, man aging over $45MM in investable assets ? Raised funding for, coordinated and facilitated client appreciation events and marketing campaigns that segmented the 300 client relationships into groups whe

re there was opportunity to network with peers in group events. Merrill Lynch June 2002 March 2004 Last Position: Client Associate/ Internal Marketing Associate ? Persistence and motivation paid off: wrote letters for 6 months on various art icles found on the company expressing how I could improve the quality, productiv ity and bottom line for best in class teams at Merrill Lynch ? I was awarded the first replacement job following corporate freezes at the wir e-house brokerage firm in Georgia after 4 rounds as a Client Associate and Inter nal Marketing Assistant to one of the top Private Wealth teams in the company ? Responsible for servicing clients administratively, preparing reports, and stu dying for all of current securities and insurance licensing ? Additionally prospected HR directors for $15+MM 401k plans alongside the in-ho use ERISA attorney where I successfully coordinated, raised funding, prospected attendees and assisted in delivering messages on evolving ERISA laws, issues and opportunities with the senior Advisor and ERISA attorney. 4 education seminars that resulted in $30MM in new assets to the team ? Assisted in coordinating company events and even helped company pilot the Beyo nd Banking campaign to deliver excellence on the CMA account offered to only hig h-end clientele with the firm at that time Coca-Cola Enterprises (CCE) Accounting Assistant December 2001 June 2002 ? Responsible for the intercompany accounting and closing out books of all Georg ia distribution centers ? Prepared financial statements for senior management and reported directly to t he Division SVP and Operator of the company after serving as the temporary Accou nts Payable Supervisor when first joining the company ? Payables and General Ledger Process Owner Responsible for design, configurati on, testing and integration of Accounts Payable and Accounts Receivable as part of a financial software implementation. Worked interactively with client personn el, including the Operator, to reengineer processes between the 12 distribution centers in Georgia ? Maximized effective communication and data integration via invoice processing. The AP/AR data entry system developed and designed resulted in significant cost savings by increasing management reporting capabilities and better business int elligence. It also effectively delivered a relative to user experience and boost ed morale in the less compensated positions Education ______________________________________________________________________ FLORIDA STATE UNIVERSITY Tallahassee, FL Bachelor of Finance, 2001 GPA: 3.3 AME RICAN COLLEGE- Online University ? CERTIFIED FINANCIAL PLANNER (HAVE NOT PASSED THE FINAL)- all 6 modules complet ed with final scheduled for March 2012 Community Involvement __________________________________________________________ ____________ Big Brothers Big Sisters Program of Metro Atlanta: Big Sister to 14 year old gir l Take Aim at Cancer: Board of Advisors & Volunteer Special Olympics Georgia: Honorary Board & Volunteer Arts Now- Planning & Event Coordinator previously named Creating Pride/ Voluntee r Special Needs Georgia- Video Development & Marketing Committee Volunteer Member- Biz2Biz Commerce, Ubetrade, Superpass, Valupass, Market America, The New Republic, FSPG