Sally McKenzie

Client Advisor / Senior Account Manager

Sally joined Hickok & Boardman HR Intelligence in 1999 as a Client Manager and in 2002 was promoted to Senior Client Manager.  On January 1, 2013, she also assumed Account Lead responsibilities for a select segment of our large group clients.  Effective January 1, 2018, Sally became a Partner with Hickok & Boardman Financial Planning and HR Intelligence.  Sally co-manages the firm’s vendor and carrier external partnerships with one of her business partners.  She continues to be active and very involved in working with the firm’s large group client segment with their benefit design, strategic oversight, financial modeling, vendor implementation and accountability, all while enjoying the constant change of this industry.  Sally is responsible for a book of business comprised of 10 medium- to-large clients, as Client Advisor to these clients, supported by an Account Manager.  She also serves in the capacity of Sr. Account Manager to 10 of the firm’s larger clients.

Sally’s role as Sr. Account Manager will include working with this large group on their benefit plan design, installing and administering the employer sponsored employee benefits programs, adhering to Federal and State compliance regulation, as well as contract and financial review of their benefits programs, all while enjoying the detail and constant change of this industry. She also serves as the primary point of contact for the client and their insurance carriers, vendors and benefit administrators.

She serves on various community and industry councils. Currently she is a member of the Delta Dental Advisory Committee.

Prior to joining Hickok & Boardman HR Intelligence, Sally worked in a variety of human resource management positions in Louisiana, Florida and Vermont where she utilized her management and leadership skills to develop employees and implement policy and strategic objectives.  Sally also has an accounting background and experience in both the hospitality and economic industries, which allows her to provide clients with a broad perspective on their employee benefit initiatives.  Sally is an active participant in her community where she serves as a board member on the United Way of Northwest Vermont Community Health Impact Team and donates her time to the Vermont Special Olympics and her daughter’s local school parent association.  In 2006, Sally was nominated for the United Way of Northwest Vermont Volunteer of the Year award.  Sally graduated from Louisiana State University (LSU) with a degree in Business Administration in 1986. She resides in South Burlington, Vermont with her husband and daughter.

On November 1, she will celebrate 24 years with the firm.

Direct: 802.488.8733