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 in order 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.
Services & Client Experience
One of Sandra’s passions is the relationships she creates and builds with her clients. She’s committed to listening and understanding a client’s individual needs and providing personal investment strategies to be sure her clients reach their goals and have a retirement that is financially sound.
Sandra specializes in money management and believes in building diversified portfolios through a variety of products:
- 401(k) Plans and Business Planning
- Life Insurance and Asset Protection
- Long Term Care Products/Estate Planning
- IRA, ROTH, and 529 Plans
Alexandria MN 56308