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Sara B

Series 63, Series 65

Decorah, IA

Primerica Advisors

Sara Bulman is a financial advisor with Primerica Advisors in Decorah, Iowa, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with PFS Investments, Inc. and Primerica Financial Services since 2011. Bulman is the owner of Bulman & Associates, Inc., a business formed for Primerica purposes, and serves as a volunteer board member for Opportunity Homes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients, with a tiered wrap fee structure and third-party asset manager oversight.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michelle A

Series 63, Series 65

Decorah, IA

Primerica Advisors

Michelle Alstat is a financial advisor with Primerica Advisors in Decorah, IA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her prior work includes roles at CBE Group and PFS Investments Inc., and she is involved in sales of investment-related products as well as non-investment referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight and manager selection authority.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Renae J

Series 66, Series 65

Decorah, IA

Primerica Advisors

Renae Johnson is a financial advisor with Primerica Advisors in Decorah, IA, holding Series 65 and Series 66 credentials and 17 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2009, as well as positions in various other organizations such as Wartburg College and Sparboe Foods. In addition to advisory services, she receives compensation for the sale of loan products and referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and offers a range of investment approaches supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Allison T

Series 63, Series 65

Decorah, IA

Primerica Advisors

Allison Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Primerica Financial Services since 2010 and PFS Investments Inc. since 2011. Outside of advising, she is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and offers advisory services primarily through model-delivery strategies created by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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