- Master of business administration from University of Phoenix
- Bachelor of arts in international studies from Miami University, Oxford, Ohio
- Certified Financial Planner™
Sandy has 20 years of experience working with a variety of wealth advisory clients, including individual investors as well as company sponsored retirement plans. In all situations, her ultimate goal is to fully understand a client’s objectives and design a comprehensive implementation strategy.
For individual clients, Sandy focuses on understanding each client’s definition of financial success, realizing that may vary widely from client to client. She builds a robust plan to guide clients toward their goals and select the appropriate investments to help achieve them. Sandy helps clients navigate important life transitions and adapts plans as necessary. She meets with her clients regularly to evaluate their progress and recommend changes, while striving to always deliver advice in an easy-to-understand fashion.
Sandy also works closely with business owners and other professionals in the firm to design a retirement plan that balances her client’s ability to enhance contributions while identifying strategies to control costs. She helps plan sponsors understand the obligations set forth in ERISA and illustrates the manner in which they are being addressed. She also implements strategies that help employees understand how the plan can be used as a means to prepare for retirement.
Upcoming speaking engagementsView More
Resources and event materialsView More
In the community
- St. Elizabeth Foundation, Finance Committee
- Junior Achievement Educator
- Rotary Club of Fishhawk Riverview