Comprehensive Financial Planning
About the Financial Advisor
Sandra started her career in the insurance industry in 1989. She earned the designation of Life Underwriter Training Council Fellow (LUTCF) issued by The American College. In 1998, Sandra became a Financial Advisor. She chose to work with an independent broker-dealer to be able to offer a wide range of products and services to her clients. She has been a member of the National Association of Insurance and Financial Advisors since 1990.
Sandra and her husband are small business owners and have done property management of commercial retail office development since 1980. Her business background contributes to a unique financial perspective that allows her to see the big picture, and she applies that to money-planning ideas and investment strategies for her clients.
One of Sandra’s passions is the relationships she creates and builds with her clients. She’s committed to listening to and understanding a client’s individual needs and providing personal investment strategies to be sure her clients have the utmost opportunity to pursue their goals and have confidence in their financial future.
Education and Designations
- LUTCF® – Life Underwriter Training Council Fellow, The American College.
- Member of the National Association of Insurance and Financial Advisors since 1990.
Sandra is very proud of her family and five grandchildren. Family is important to her and does not hesitate to share pictures of her grandchildren with her clients.