Sandra is a knowledgeable and experienced wealth management advisor with expertise in investment management, capital markets trading, high net worth wealth management and estate planning. With over 25 years of experience in the industry, she believes in empowering her clients to be financially successful and has achieved the CERTIFIED FINANCIAL PLANNER™ certification that demonstrates excellence in financial planning. Sandra has earned her Bachelor of Science in Business Administration, Finance.
I have the privilege of working with my clients to understand their unique goals and to provide direction through shared knowledge and financial planning. My commitment to clients is to implement comprehensive investment and estate planning strategies so they can live the lives they envision.
“Don’t judge each day by the harvest you reap but by the seeds that you plant” - Ralph Waldo Emerson
What do you want people to know about your team?
Our wealth management team possesses extensive experience in investment management, as well as trust administration and settlement. We are committed to building long-term, trusted relationships by addressing your important financial goals and providing appropriate wealth solutions in a timely and thoughtful manner.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.