About Us

Offices in Myrtle Beach, SC, Leland, NC, and Dallas, TX

Our Founder

Sadie Sicka

Sadie Sicka founded the firm in 2016 in Dallas, Texas to help clients reduce as much confusion as possible in planning their financial future and protect their finances from hardship.

Since then the firm has expanded and now has offices in Myrtle Beach, South Carolina, and Wilmington, North Carolina, as well as Oklahoma. Sadie Sicka offers Financial Safety seminars in Wilmington, up and down the coast to North and South Carolina, and as far as Pawleys Island. From 2017-2023, her firm has been ranked among the top 100 firms, and her team is among the top 1% in the industry. In the year 2023, her firm was ranked in the top 5. Sadie Sicka invests in ongoing education and product development to provide clients with the best products available.

Her financial background is diverse. She has 10+ years of headhunting experience in the finance industry, building out profitability for companies such as JPMorgan Chase, Beal Bank, Capital One, and Southwest Securities to name a few. Beyond the finance industry, Sadie spent many years as C-level and VP-level headhunter in the advertising and gaming world spearheading and identifying talent for big brand advertising to expand ROI for companies such as Blockdot, Microsoft, top 10 Games, and more.

Sadie lost both of her parents very early in life. She was raised by her grandparents in Tulsa, Oklahoma, both of whom were born in 1920. Sadie’s  grandfather was an aircraft and diesel mechanic in WWII. Her grandmother retired as a machinist. They taught Sadie that she could do anything and instilled in her, hard working, down to earth values. By the age of 23, Sadie had put herself through school, had an insurance license, a real estate license, and a master’s degree. In fact, she obtained her insurance license in both 1998 and 2010.

Sadie is driven to helping others protect their money. She believes that doing the right thing is what makes Sadie Sicka different. Known for being dedicated, compassionate, and tenacious she believes that the only investments you have are people.

Whenever Sadie is not helping clients strategize their retirement, she enjoys spending time with her dog Emma – the love of her life. She also enjoys yard work and theological studies. Mission work is one of her passions.

“The best things for the soul are laughing, dancing and music.” –Sadie

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